NFG
CLD

Next Financial Group’s Cloud Peak Energy Inc CLD Stock Holding History

Next Financial Group’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
2014
Q4 		– Sell
-300
Closed -$4K – 2497
2014
Q3 		$4K Sell
300
-225
-43% -$3.4K ﹤0.01% 2186
2014
Q2 		$8K Buy
+525
New +$10.3K ﹤0.01% 838

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Next Financial Group's CLD Position: Q4 2014 in Review

Next Financial Group sold out of Cloud Peak Energy Inc (CLD) in Q4 2014, closing a stake of 300 shares — an estimated $4K sold.

Next Financial Group first reported a position in CLD in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 195 funds tracked by Wall St. Rank hold CLD as of Q4 2014.

  • Next Financial Group reported no remaining Cloud Peak Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 300 Cloud Peak Energy Inc shares in Q4 2014, an estimated $4K.
  • Next Financial Group first reported a position in Cloud Peak Energy Inc in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's Cloud Peak Energy Inc position peaked at $8K in Q2 2014.
  • 195 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.