SGCA
CLD

Steel Grove Capital Advisors’s Cloud Peak Energy Inc CLD Stock Holding History

Steel Grove Capital Advisors’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
2017
Q4 		– Sell
-26,850
Closed -$98K – 315
2017
Q3 		$98K Hold
26,850
– – 0.02% 279
2017
Q2 		$95K Hold
26,850
– – 0.02% 269
2017
Q1 		$123K Sell
26,850
-17,857
-40% -$90.1K 0.02% 268
2016
Q4 		$251K Hold
44,707
– – 0.05% 216
2016
Q3 		$243K Hold
44,707
– – 0.05% 169
2016
Q2 		$92K Hold
44,707
– – 0.02% 186
2016
Q1 		$87K Buy
+44,707
New +$76.7K 0.02% 184

Other funds holding CLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steel Grove Capital Advisors's CLD Position: Q4 2017 in Review

Steel Grove Capital Advisors sold out of Cloud Peak Energy Inc (CLD) in Q4 2017, closing a stake of 26,850 shares — an estimated $98K sold.

Steel Grove Capital Advisors first reported a position in CLD in Q1 2016 and held it in 7 quarters. The position peaked at $251K in Q4 2016. 146 funds tracked by Wall St. Rank hold CLD as of Q4 2017.

  • Steel Grove Capital Advisors reported no remaining Cloud Peak Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 26,850 Cloud Peak Energy Inc shares in Q4 2017, an estimated $98K.
  • Steel Grove Capital Advisors first reported a position in Cloud Peak Energy Inc in Q1 2016 and held it in 7 quarters.
  • Steel Grove Capital Advisors's Cloud Peak Energy Inc position peaked at $251K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.