MSI Financial Services’s Cloud Peak Energy Inc CLD Stock Holding History

MSI Financial 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 Q4	$0	Sell	50 -285	-85%	-$1.72K	﹤0.01%	4117
2016 Q3	$2K	Hold	335	–	–	﹤0.01%	3595
2016 Q2	$1K	Hold	335	–	–	﹤0.01%	3831
2016 Q1	$1K	Hold	335	–	–	﹤0.01%	3856
2015 Q4	$1K	Hold	335	–	–	﹤0.01%	3752
2015 Q3	$1K	Sell	335 -170	-34%	-$566	﹤0.01%	3066
2015 Q2	$2K	Hold	505	–	–	﹤0.01%	2816
2015 Q1	$3K	Sell	505 -20	-4%	-$147	﹤0.01%	2662
2014 Q4	$5K	Buy	525 +271	+107%	+$3.01K	﹤0.01%	2154
2014 Q3	$3K	Hold	254	–	–	﹤0.01%	2332
2014 Q2	$5K	Hold	254	–	–	﹤0.01%	2105
2014 Q1	$5K	Hold	254	–	–	﹤0.01%	2039
2013 Q4	$5K	Sell	254 -254	-50%	-$4.13K	﹤0.01%	2006
2013 Q3	$8K	Buy	508 +88	+21%	+$1.41K	﹤0.01%	1562
2013 Q2	$7K	Buy	+420	New	+$7.8K	﹤0.01%	1707

Other funds holding CLD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

BIM

Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

MSI Financial Services's CLD Position: Q4 2016 in Review

MSI Financial Services reduced its Cloud Peak Energy Inc (CLD) stake by 85% in Q4 2016, selling an estimated $1.72K and leaving 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4117.

MSI Financial Services first reported a position in CLD in Q2 2013 and has held it in 15 quarters since. The position peaked at $8K in Q3 2013. 148 funds tracked by Wall St. Rank hold CLD as of Q4 2016.

MSI Financial Services held 50 shares of Cloud Peak Energy Inc worth $0 as of Q4 2016.
MSI Financial Services sold 285 Cloud Peak Energy Inc shares in Q4 2016, an estimated $1.72K.
Cloud Peak Energy Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #4117 holding.
MSI Financial Services first reported a position in Cloud Peak Energy Inc in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Cloud Peak Energy Inc position peaked at $8K in Q3 2013.
148 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.