KCM
CLD

Kennedy Capital Management’s Cloud Peak Energy Inc CLD Stock Holding History

Kennedy Capital Management’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-611,901
Closed -$5.62M – 772
2014
Q4 		$5.62M Sell
611,901
-475,489
-44% -$5.28M 0.1% 361
2014
Q3 		$13.7M Sell
1,087,390
-451,800
-29% -$6.84M 0.27% 91
2014
Q2 		$28.4M Sell
1,539,190
-95,882
-6% -$1.88M 0.53% 17
2014
Q1 		$34.6M Buy
1,635,072
+144,448
+10% +$2.71M 0.65% 5
2013
Q4 		$26.8M Buy
1,490,624
+667,690
+81% +$10.9M 0.5% 15
2013
Q3 		$12.1M Buy
822,934
+39,112
+5% +$628K 0.23% 135
2013
Q2 		$12.9M Buy
+783,822
New +$14.6M 0.26% 112

Other funds holding CLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
ZBI
Ziff Brothers Investments New York $267M AUM 49.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Kennedy Capital Management's CLD Position: Q1 2015 in Review

Kennedy Capital Management sold out of Cloud Peak Energy Inc (CLD) in Q1 2015, closing a stake of 611,901 shares — an estimated $5.62M sold.

Kennedy Capital Management first reported a position in CLD in Q2 2013 and held it in 7 quarters. The position peaked at $34.6M in Q1 2014. 180 funds tracked by Wall St. Rank hold CLD as of Q1 2015.

  • Kennedy Capital Management reported no remaining Cloud Peak Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Kennedy Capital Management sold 611,901 Cloud Peak Energy Inc shares in Q1 2015, an estimated $5.62M.
  • Kennedy Capital Management first reported a position in Cloud Peak Energy Inc in Q2 2013 and held it in 7 quarters.
  • Kennedy Capital Management's Cloud Peak Energy Inc position peaked at $34.6M in Q1 2014.
  • 180 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q1 2015.

Based on Kennedy Capital Management's 13F filing for Q1 2015, filed 7 May 2015.