JO
WLB

John Overdeck’s Westmoreland Coal Company WLB Stock Holding History

John Overdeck’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38,707
Closed -$47K – 3775
2017
Q4 		$47K Sell
38,707
-33,015
-46% -$56.8K ﹤0.01% 3029
2017
Q3 		$183K Sell
71,722
-50,286
-41% -$156K ﹤0.01% 2603
2017
Q2 		$594K Sell
122,008
-29,332
-19% -$257K ﹤0.01% 2218
2017
Q1 		$2.2M Sell
151,340
-57,834
-28% -$921K 0.01% 1401
2016
Q4 		$3.7M Buy
+209,174
New +$2.92M 0.01% 1032
2014
Q4 		– Sell
-116,972
Closed -$4.38M – 2480
2014
Q3 		$4.38M Buy
116,972
+32,542
+39% +$1.33M 0.02% 653
2014
Q2 		$3.06M Buy
84,430
+59,514
+239% +$1.85M 0.01% 870
2014
Q1 		$742K Buy
24,916
+6,553
+36% +$148K ﹤0.01% 1330
2013
Q4 		$354K Sell
18,363
-542
-3% -$7.89K ﹤0.01% 1815
2013
Q3 		$249K Buy
18,905
+5,194
+38% +$66.6K ﹤0.01% 1563
2013
Q2 		$154K Buy
+13,711
New +$160K ﹤0.01% 1833

Other funds holding WLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

John Overdeck's WLB Position: Q1 2018 in Review

John Overdeck sold out of Westmoreland Coal Company (WLB) in Q1 2018, closing a stake of 38,707 shares — an estimated $47K sold.

John Overdeck first reported a position in WLB in Q2 2013 and held it in 11 quarters. The position peaked at $4.38M in Q3 2014. 52 funds tracked by Wall St. Rank hold WLB as of Q1 2018.

  • John Overdeck reported no remaining Westmoreland Coal Company position as of Q1 2018 after selling out during the quarter.
  • John Overdeck sold 38,707 Westmoreland Coal Company shares in Q1 2018, an estimated $47K.
  • John Overdeck first reported a position in Westmoreland Coal Company in Q2 2013 and held it in 11 quarters.
  • John Overdeck's Westmoreland Coal Company position peaked at $4.38M in Q3 2014.
  • 52 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q1 2018.

Based on Two Sigma Investments's 13F filing for Q1 2018, filed 15 May 2018.