PIA
CLD

Phoenix Investment Adviser’s Cloud Peak Energy Inc CLD Stock Holding History

Phoenix Investment Adviser’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 		– Sell
-263,082
Closed -$1.43M – 67
2016
Q3 		$1.43M Buy
263,082
+61,000
+30% +$212K 1.17% 13
2016
Q2 		$416K Buy
+202,082
New +$413K 0.38% 41

Other funds holding CLD

Dimensional Fund Advisors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
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)
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

Phoenix Investment Adviser's CLD Position: Q4 2016 in Review

Phoenix Investment Adviser sold out of Cloud Peak Energy Inc (CLD) in Q4 2016, closing a stake of 263,082 shares — an estimated $1.43M sold.

Phoenix Investment Adviser first reported a position in CLD in Q2 2016 and held it in 2 quarters. The position peaked at $1.43M in Q3 2016. 148 funds tracked by Wall St. Rank hold CLD as of Q4 2016.

  • Phoenix Investment Adviser reported no remaining Cloud Peak Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Phoenix Investment Adviser sold 263,082 Cloud Peak Energy Inc shares in Q4 2016, an estimated $1.43M.
  • Phoenix Investment Adviser first reported a position in Cloud Peak Energy Inc in Q2 2016 and held it in 2 quarters.
  • Phoenix Investment Adviser's Cloud Peak Energy Inc position peaked at $1.43M in Q3 2016.
  • 148 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2016.

Based on Phoenix Investment Adviser's 13F filing for Q4 2016, filed 24 Jan 2017.