SNT
WLT

Security National Trust’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Security National Trust’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
2013
Q4 		– Sell
-48
Closed -$1K – 558
2013
Q3 		$1K Buy
+48
New +$610 ﹤0.01% 527

Other funds holding WLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Security National Trust's WLT Position: Q4 2013 in Review

Security National Trust sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2013, closing a stake of 48 shares — an estimated $1K sold.

Security National Trust first reported a position in WLT in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 175 funds tracked by Wall St. Rank hold WLT as of Q4 2013.

  • Security National Trust reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 48 WALTER ENERGY INC COM STK (DE) shares in Q4 2013, an estimated $1K.
  • Security National Trust first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 1 quarter.
  • Security National Trust's WALTER ENERGY INC COM STK (DE) position peaked at $1K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.