JO
WLT

John Overdeck’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

John Overdeck’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
Q1 		– Sell
-204,146
Closed -$282K – 3090
2014
Q4 		$282K Buy
+204,146
New +$448K ﹤0.01% 1935
2014
Q3 		– Sell
-34,273
Closed -$187K – 2337
2014
Q2 		$187K Buy
34,273
+6,324
+23% +$40.2K ﹤0.01% 1985
2014
Q1 		$212K Buy
+27,949
New +$308K ﹤0.01% 1803
2013
Q3 		– Sell
-76,816
Closed -$799K – 2312
2013
Q2 		$799K Buy
+76,816
New +$1.35M 0.01% 1211

Other funds holding WLT

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's WLT Position: Q1 2015 in Review

John Overdeck sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2015, closing a stake of 204,146 shares — an estimated $282K sold.

John Overdeck first reported a position in WLT in Q2 2013 and held it in 4 quarters. The position peaked at $799K in Q2 2013. 98 funds tracked by Wall St. Rank hold WLT as of Q1 2015.

  • John Overdeck reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • John Overdeck sold 204,146 WALTER ENERGY INC COM STK (DE) shares in Q1 2015, an estimated $282K.
  • John Overdeck first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • John Overdeck's WALTER ENERGY INC COM STK (DE) position peaked at $799K in Q2 2013.
  • 98 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2015.

Based on Two Sigma Investments's 13F filing for Q1 2015, filed 15 May 2015.