JG
WLT

Jefferies Group’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Jefferies Group’s Portfolio WLT Stock Details WLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-24,600
Closed -$5K – 3719
2015
Q2 		$5K Hold
24,600
– – ﹤0.01% 3017
2015
Q1 		$15K Sell
24,600
-20,000
-45% -$18.6K ﹤0.01% 1990
2014
Q4 		$62K Buy
+44,600
New +$97.8K ﹤0.01% 1846
2014
Q1 		– Sell
-125,000
Closed -$2.08M – 2611
2013
Q4 		$2.08M Hold
125,000
– – 0.01% 561
2013
Q3 		$1.75M Sell
125,000
-15,000
-11% -$191K 0.02% 655
2013
Q2 		$1.46M Buy
+140,000
New +$2.47M 0.02% 632

Other funds holding WLT

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jefferies Group's WLT Position: Q1 2014 in Review

Jefferies Group sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2014, closing a stake of 74,917 shares — an estimated $1.25M sold.

Jefferies Group first reported a position in WLT in Q2 2013 and held it in 3 quarters. The position peaked at $1.25M in Q4 2013. 146 funds tracked by Wall St. Rank hold WLT as of Q1 2014.

  • Jefferies Group reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • Jefferies Group sold 74,917 WALTER ENERGY INC COM STK (DE) shares in Q1 2014, an estimated $1.25M.
  • Jefferies Group first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 3 quarters.
  • Jefferies Group's WALTER ENERGY INC COM STK (DE) position peaked at $1.25M in Q4 2013.
  • 146 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2014.

Based on Jefferies Group's 13F filing for Q1 2014, filed 16 May 2014.