KIG
JRCC

Kovitz Investment Group’s JAMES RIVER COAL NEW JRCC Stock Holding History

Kovitz Investment Group’s Portfolio JRCC Stock Details JRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,000
Closed -$22K – 125
2013
Q2 		$22K Buy
+12,000
New +$25.9K ﹤0.01% 119

Other funds holding JRCC

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group's JRCC Position: Q3 2013 in Review

Kovitz Investment Group sold out of JAMES RIVER COAL NEW (JRCC) in Q3 2013, closing a stake of 12,000 shares — an estimated $22K sold.

Kovitz Investment Group first reported a position in JRCC in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 57 funds tracked by Wall St. Rank hold JRCC as of Q3 2013.

  • Kovitz Investment Group reported no remaining JAMES RIVER COAL NEW position as of Q3 2013 after selling out during the quarter.
  • Kovitz Investment Group sold 12,000 JAMES RIVER COAL NEW shares in Q3 2013, an estimated $22K.
  • Kovitz Investment Group first reported a position in JAMES RIVER COAL NEW in Q2 2013 and held it in 1 quarter.
  • Kovitz Investment Group's JAMES RIVER COAL NEW position peaked at $22K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held JAMES RIVER COAL NEW as of Q3 2013.

Based on Kovitz Investment Group's 13F filing for Q3 2013, filed 14 Nov 2013.