SCM
WLT

Sterneck Capital Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Sterneck Capital Management’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
Q3 		– Sell
-11,000
Closed -$114K – 166
2013
Q2 		$114K Buy
+11,000
New +$194K 0.07% 142

Other funds holding WLT

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sterneck Capital Management's WLT Position: Q3 2013 in Review

Sterneck Capital Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2013, closing a stake of 11,000 shares — an estimated $114K sold.

Sterneck Capital Management first reported a position in WLT in Q2 2013 and held it in 1 quarter. The position peaked at $114K in Q2 2013. 186 funds tracked by Wall St. Rank hold WLT as of Q3 2013.

  • Sterneck Capital Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2013 after selling out during the quarter.
  • Sterneck Capital Management sold 11,000 WALTER ENERGY INC COM STK (DE) shares in Q3 2013, an estimated $114K.
  • Sterneck Capital Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 1 quarter.
  • Sterneck Capital Management's WALTER ENERGY INC COM STK (DE) position peaked at $114K in Q2 2013.
  • 186 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2013.

Based on Sterneck Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.