ProVise Management Group’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

ProVise Management Group’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 Q4	–	Sell	-11,175	Closed	-$26K	–	324
2014 Q3	$26K	Buy	11,175 +300	+3%	+$1.55K	0.01%	303
2014 Q2	$59K	Buy	+10,875	New	+$69.1K	0.01%	309
2014 Q1	–	Sell	-10,075	Closed	-$168K	–	325
2013 Q4	$168K	Sell	10,075 -500	-5%	-$7.82K	0.04%	278
2013 Q3	$148K	Buy	10,575 +545	+5%	+$6.92K	0.04%	289
2013 Q2	$104K	Buy	+10,030	New	+$177K	0.03%	314

Other funds holding WLT

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AGCJ

Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ProVise Management Group's WLT Position: Q4 2014 in Review

ProVise Management Group sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2014, closing a stake of 11,175 shares — an estimated $26K sold.

ProVise Management Group first reported a position in WLT in Q2 2013 and held it in 5 quarters. The position peaked at $168K in Q4 2013. 111 funds tracked by Wall St. Rank hold WLT as of Q4 2014.

ProVise Management Group reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
ProVise Management Group sold 11,175 WALTER ENERGY INC COM STK (DE) shares in Q4 2014, an estimated $26K.
ProVise Management Group first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 5 quarters.
ProVise Management Group's WALTER ENERGY INC COM STK (DE) position peaked at $168K in Q4 2013.
111 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2014.

Based on ProVise Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.