LPL Financial
YZC

LPL Financial’s Yanzhou Coal Mining YZC Stock Holding History

LPL Financial’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,000
Closed -$80K – 2898
2014
Q3 		$80K Hold
10,000
– – ﹤0.01% 2619
2014
Q2 		$75K Hold
10,000
– – ﹤0.01% 2613
2014
Q1 		$75K Sell
10,000
-1,599
-14% -$12K ﹤0.01% 2571
2013
Q4 		$107K Buy
11,599
+1,599
+16% +$15.9K ﹤0.01% 2557
2013
Q3 		$99K Hold
10,000
– – ﹤0.01% 2454
2013
Q2 		$71K Buy
+10,000
New +$104K ﹤0.01% 2356

Other funds holding YZC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

LPL Financial's YZC Position: Q4 2014 in Review

LPL Financial sold out of Yanzhou Coal Mining (YZC) in Q4 2014, closing a stake of 10,000 shares — an estimated $80K sold.

LPL Financial first reported a position in YZC in Q2 2013 and held it in 6 quarters. The position peaked at $107K in Q4 2013. 32 funds tracked by Wall St. Rank hold YZC as of Q4 2014.

  • LPL Financial reported no remaining Yanzhou Coal Mining position as of Q4 2014 after selling out during the quarter.
  • LPL Financial sold 10,000 Yanzhou Coal Mining shares in Q4 2014, an estimated $80K.
  • LPL Financial first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 6 quarters.
  • LPL Financial's Yanzhou Coal Mining position peaked at $107K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.