MIM
WLT

Montgomery Investment Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Montgomery Investment Management’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
2016
Q3 		– Sell
-15,000
Closed -$1K – 100
2016
Q2 		$1K Hold
15,000
– – ﹤0.01% 97
2016
Q1 		$0 Sell
15,000
-5
-0% – ﹤0.01% 85
2015
Q4 		$0 Hold
15,005
– – ﹤0.01% 85
2015
Q3 		$1K Hold
15,005
– – ﹤0.01% 80
2015
Q2 		$3K Hold
15,005
– – ﹤0.01% 79
2015
Q1 		$9K Hold
15,005
– – ﹤0.01% 79
2014
Q4 		$21K Buy
+15,005
New +$32.9K 0.01% 79

Other funds holding WLT

CM
CoreCommodity Management Stamford, Connecticut $538M AUM 71.97% 1-Year Est. Return

Montgomery Investment Management's WLT Position: Q3 2016 in Review

Montgomery Investment Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2016, closing a stake of 15,000 shares — an estimated $1K sold.

Montgomery Investment Management first reported a position in WLT in Q4 2014 and held it in 7 quarters. The position peaked at $21K in Q4 2014. 3 funds tracked by Wall St. Rank hold WLT as of Q3 2016.

  • Montgomery Investment Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2016 after selling out during the quarter.
  • Montgomery Investment Management sold 15,000 WALTER ENERGY INC COM STK (DE) shares in Q3 2016, an estimated $1K.
  • Montgomery Investment Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q4 2014 and held it in 7 quarters.
  • Montgomery Investment Management's WALTER ENERGY INC COM STK (DE) position peaked at $21K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2016.

Based on Montgomery Investment Management's 13F filing for Q3 2016, filed 1 Nov 2016.