Massachusetts Financial Services
WLB

Massachusetts Financial Services’s Westmoreland Coal Company WLB Stock Holding History

Massachusetts Financial Services’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-34,093
Closed -$166K – 894
2017
Q2 		$166K Buy
34,093
+981
+3% +$8.59K ﹤0.01% 845
2017
Q1 		$481K Buy
33,112
+393
+1% +$6.26K ﹤0.01% 802
2016
Q4 		$578K Buy
32,719
+8,895
+37% +$124K ﹤0.01% 810
2016
Q3 		$211K Buy
23,824
+5,525
+30% +$49.4K ﹤0.01% 849
2016
Q2 		$174K Sell
18,299
-1,138
-6% -$9.06K ﹤0.01% 842
2016
Q1 		$140K Buy
+19,437
New +$116K ﹤0.01% 831

Other funds holding WLB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VCM
Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Massachusetts Financial Services's WLB Position: Q3 2017 in Review

Massachusetts Financial Services sold out of Westmoreland Coal Company (WLB) in Q3 2017, closing a stake of 34,093 shares — an estimated $166K sold.

Massachusetts Financial Services first reported a position in WLB in Q1 2016 and held it in 6 quarters. The position peaked at $578K in Q4 2016. 70 funds tracked by Wall St. Rank hold WLB as of Q3 2017.

  • Massachusetts Financial Services reported no remaining Westmoreland Coal Company position as of Q3 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 34,093 Westmoreland Coal Company shares in Q3 2017, an estimated $166K.
  • Massachusetts Financial Services first reported a position in Westmoreland Coal Company in Q1 2016 and held it in 6 quarters.
  • Massachusetts Financial Services's Westmoreland Coal Company position peaked at $578K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q3 2017.

Based on Massachusetts Financial Services's 13F filing for Q3 2017, filed 14 Nov 2017.