PAS
WLT

Partnervest Advisory Services’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-100
Closed -$1K – 992
2014
Q2 		$1K Hold
100
– – ﹤0.01% 1035
2014
Q1 		$1K Hold
100
– – ﹤0.01% 1016
2013
Q4 		$2K Hold
100
– – ﹤0.01% 950
2013
Q3 		$1K Hold
100
– – ﹤0.01% 993
2013
Q2 		$1K Buy
+100
New +$1.76K ﹤0.01% 937

Other funds holding WLT

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Partnervest Advisory Services's WLT Position: Q3 2014 in Review

Partnervest Advisory Services sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2014, closing a stake of 100 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in WLT in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q4 2013. 131 funds tracked by Wall St. Rank hold WLT as of Q3 2014.

  • Partnervest Advisory Services reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 100 WALTER ENERGY INC COM STK (DE) shares in Q3 2014, an estimated $1K.
  • Partnervest Advisory Services first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's WALTER ENERGY INC COM STK (DE) position peaked at $2K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.