Oakworth Capital’s Warrior Met Coal HCC Stock Holding History

Oakworth Capital’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,300	Closed	-$36K	–	616
2018 Q2	$36K	Buy	+1,300	New	+$34.2K	0.01%	329

Other funds holding HCC

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Oakworth Capital's HCC Position: Q3 2018 in Review

Oakworth Capital sold out of Warrior Met Coal (HCC) in Q3 2018, closing a stake of 1,300 shares — an estimated $36K sold.

Oakworth Capital first reported a position in HCC in Q2 2018 and held it in 1 quarter. The position peaked at $36K in Q2 2018. 176 funds tracked by Wall St. Rank hold HCC as of Q3 2018.

Oakworth Capital reported no remaining Warrior Met Coal position as of Q3 2018 after selling out during the quarter.
Oakworth Capital sold 1,300 Warrior Met Coal shares in Q3 2018, an estimated $36K.
Oakworth Capital first reported a position in Warrior Met Coal in Q2 2018 and held it in 1 quarter.
Oakworth Capital's Warrior Met Coal position peaked at $36K in Q2 2018.
176 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2018.

Based on Oakworth Capital's 13F filing for Q3 2018, filed 25 Oct 2018.