NIM
WLT

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

Needham 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
2014
Q2 		– Sell
-31,000
Closed -$234K – 129
2014
Q1 		$234K Hold
31,000
– – 0.05% 108
2013
Q4 		$516K Sell
31,000
-31,000
-50% -$485K 0.11% 93
2013
Q3 		$870K Buy
62,000
+31,000
+100% +$394K 0.19% 75
2013
Q2 		$322K Buy
+31,000
New +$546K 0.08% 94

Other funds holding WLT

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Needham Investment Management's WLT Position: Q2 2014 in Review

Needham Investment Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q2 2014, closing a stake of 31,000 shares — an estimated $234K sold.

Needham Investment Management first reported a position in WLT in Q2 2013 and held it in 4 quarters. The position peaked at $870K in Q3 2013. 147 funds tracked by Wall St. Rank hold WLT as of Q2 2014.

  • Needham Investment Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Needham Investment Management sold 31,000 WALTER ENERGY INC COM STK (DE) shares in Q2 2014, an estimated $234K.
  • Needham Investment Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Needham Investment Management's WALTER ENERGY INC COM STK (DE) position peaked at $870K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q2 2014.

Based on Needham Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.