MIS
CLD

Morningstar Investment Services’s Cloud Peak Energy Inc CLD Stock Holding History

Morningstar Investment Services’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-32,953
Closed -$74K – 224
2016
Q2 		$74K Sell
32,953
-23,575
-42% -$48.2K ﹤0.01% 212
2016
Q1 		$110K Sell
56,528
-26,020
-32% -$44.6K ﹤0.01% 213
2015
Q4 		$172K Sell
82,548
-12,705
-13% -$35.7K 0.01% 205
2015
Q3 		$251K Sell
95,253
-7,623
-7% -$25.4K 0.01% 195
2015
Q2 		$479K Sell
102,876
-2,492
-2% -$14.4K 0.02% 178
2015
Q1 		$613K Buy
105,368
+22
+0% +$162 0.03% 172
2014
Q4 		$967K Sell
105,346
-66,496
-39% -$738K 0.05% 154
2014
Q3 		$2.17M Sell
171,842
-376
-0.2% -$5.69K 0.11% 130
2014
Q2 		$3.17M Buy
172,218
+15,881
+10% +$312K 0.18% 104
2014
Q1 		$3.31M Sell
156,337
-65,302
-29% -$1.23M 0.23% 97
2013
Q4 		$3.99M Buy
221,639
+81,921
+59% +$1.33M 0.3% 78
2013
Q3 		$2.04M Buy
139,718
+80,989
+138% +$1.3M 0.18% 108
2013
Q2 		$968K Buy
+58,729
New +$1.09M 0.1% 134

Other funds holding CLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morningstar Investment Services's CLD Position: Q3 2016 in Review

Morningstar Investment Services sold out of Cloud Peak Energy Inc (CLD) in Q3 2016, closing a stake of 32,953 shares — an estimated $74K sold.

Morningstar Investment Services first reported a position in CLD in Q2 2013 and held it in 13 quarters. The position peaked at $3.99M in Q4 2013. 138 funds tracked by Wall St. Rank hold CLD as of Q3 2016.

  • Morningstar Investment Services reported no remaining Cloud Peak Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 32,953 Cloud Peak Energy Inc shares in Q3 2016, an estimated $74K.
  • Morningstar Investment Services first reported a position in Cloud Peak Energy Inc in Q2 2013 and held it in 13 quarters.
  • Morningstar Investment Services's Cloud Peak Energy Inc position peaked at $3.99M in Q4 2013.
  • 138 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2016.

Based on Morningstar Investment Services's 13F filing for Q3 2016, filed 9 Nov 2016.