Morgan Stanley
WLB

Morgan Stanley’s Westmoreland Coal Company WLB Stock Holding History

Morgan Stanley’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
2018
Q2 		– Sell
-38,784
Closed -$16K – 6921
2018
Q1 		$16K Sell
38,784
-322,823
-89% -$261K ﹤0.01% 6183
2017
Q4 		$438K Buy
361,607
+116,721
+48% +$201K ﹤0.01% 5047
2017
Q3 		$625K Sell
244,886
-149,759
-38% -$465K ﹤0.01% 4736
2017
Q2 		$1.92M Buy
394,645
+290,099
+277% +$2.54M ﹤0.01% 3830
2017
Q1 		$1.52M Sell
104,546
-41,262
-28% -$657K ﹤0.01% 4047
2016
Q4 		$2.58M Buy
145,808
+63,304
+77% +$884K ﹤0.01% 3693
2016
Q3 		$731K Buy
82,504
+5,830
+8% +$52.1K ﹤0.01% 4269
2016
Q2 		$730K Buy
76,674
+58,768
+328% +$468K ﹤0.01% 4201
2016
Q1 		$129K Sell
17,906
-3,433
-16% -$20.4K ﹤0.01% 5196
2015
Q4 		$125K Sell
21,339
-18,768
-47% -$152K ﹤0.01% 5296
2015
Q3 		$565K Buy
40,107
+25,548
+175% +$376K ﹤0.01% 4522
2015
Q2 		$303K Buy
14,559
+452
+3% +$12K ﹤0.01% 5022
2015
Q1 		$377K Sell
14,107
-7,274
-34% -$209K ﹤0.01% 4827
2014
Q4 		$710K Sell
21,381
-805
-4% -$28.1K ﹤0.01% 4422
2014
Q3 		$830K Sell
22,186
-107,471
-83% -$4.38M ﹤0.01% 4207
2014
Q2 		$4.7M Buy
129,657
+65,558
+102% +$2.04M ﹤0.01% 2718
2014
Q1 		$1.91M Buy
64,099
+34,127
+114% +$772K ﹤0.01% 3458
2013
Q4 		$578K Buy
29,972
+17,700
+144% +$258K ﹤0.01% 4337
2013
Q3 		$162K Buy
+12,272
New +$157K ﹤0.01% 4968

Other funds holding WLB

MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Morgan Stanley's WLB Position: Q2 2018 in Review

Morgan Stanley sold out of Westmoreland Coal Company (WLB) in Q2 2018, closing a stake of 38,784 shares — an estimated $16K sold.

Morgan Stanley first reported a position in WLB in Q3 2013 and held it in 19 quarters. The position peaked at $4.7M in Q2 2014. 2 funds tracked by Wall St. Rank hold WLB as of Q2 2018.

  • Morgan Stanley reported no remaining Westmoreland Coal Company position as of Q2 2018 after selling out during the quarter.
  • Morgan Stanley sold 38,784 Westmoreland Coal Company shares in Q2 2018, an estimated $16K.
  • Morgan Stanley first reported a position in Westmoreland Coal Company in Q3 2013 and held it in 19 quarters.
  • Morgan Stanley's Westmoreland Coal Company position peaked at $4.7M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q2 2018.

Based on Morgan Stanley's 13F filing for Q2 2018, filed 14 Aug 2018.