LPL Financial
WLT

LPL Financial’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

LPL Financial’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
-19,713
Closed -$4K – 2996
2015
Q2 		$4K Sell
19,713
-6,500
-25% -$2.99K ﹤0.01% 2867
2015
Q1 		$17K Buy
26,213
+7,050
+37% +$6.56K ﹤0.01% 2758
2014
Q4 		$26K Buy
19,163
+6,707
+54% +$14.7K ﹤0.01% 2686
2014
Q3 		$26K Sell
12,456
-4,337
-26% -$22.4K ﹤0.01% 2666
2014
Q2 		$92K Sell
16,793
-6,619
-28% -$42K ﹤0.01% 2604
2014
Q1 		$177K Buy
23,412
+491
+2% +$5.4K ﹤0.01% 2481
2013
Q4 		$381K Sell
22,921
-3,239
-12% -$50.6K ﹤0.01% 1931
2013
Q3 		$398K Buy
26,160
+6,759
+35% +$85.8K ﹤0.01% 1809
2013
Q2 		$202K Buy
+19,401
New +$342K ﹤0.01% 2196

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

LPL Financial's WLT Position: Q3 2015 in Review

LPL Financial sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2015, closing a stake of 19,713 shares — an estimated $4K sold.

LPL Financial first reported a position in WLT in Q2 2013 and held it in 9 quarters. The position peaked at $398K in Q3 2013. 12 funds tracked by Wall St. Rank hold WLT as of Q3 2015.

  • LPL Financial reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 19,713 WALTER ENERGY INC COM STK (DE) shares in Q3 2015, an estimated $4K.
  • LPL Financial first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • LPL Financial's WALTER ENERGY INC COM STK (DE) position peaked at $398K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2015.

Based on LPL Financial's 13F filing for Q3 2015, filed 13 Nov 2015.