Marshall Wace
WLT

Marshall Wace’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Marshall Wace’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
2014
Q4 		– Sell
-25,500
Closed -$60K – 1115
2014
Q3 		$60K Hold
25,500
– – ﹤0.01% 841
2014
Q2 		$139K Sell
25,500
-15,300
-38% -$97.2K ﹤0.01% 884
2014
Q1 		$308K Buy
+40,800
New +$449K 0.01% 699

Other funds holding WLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGCJ
Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marshall Wace's WLT Position: Q4 2014 in Review

Marshall Wace sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2014, closing a stake of 25,500 shares — an estimated $60K sold.

Marshall Wace first reported a position in WLT in Q1 2014 and held it in 3 quarters. The position peaked at $308K in Q1 2014. 111 funds tracked by Wall St. Rank hold WLT as of Q4 2014.

  • Marshall Wace reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
  • Marshall Wace sold 25,500 WALTER ENERGY INC COM STK (DE) shares in Q4 2014, an estimated $60K.
  • Marshall Wace first reported a position in WALTER ENERGY INC COM STK (DE) in Q1 2014 and held it in 3 quarters.
  • Marshall Wace's WALTER ENERGY INC COM STK (DE) position peaked at $308K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2014.

Based on Marshall Wace's 13F filing for Q4 2014, filed 17 Feb 2015.