SSG
CLD

Summit Securities Group’s Cloud Peak Energy Inc CLD Stock Holding History

Summit Securities Group’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
2015
Q3 		– Sell
-2,300
Closed -$11K – 583
2015
Q2 		$11K Buy
+2,300
New +$13.3K 0.01% 370

Other funds holding CLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Summit Securities Group's CLD Position: Q3 2015 in Review

Summit Securities Group sold out of Cloud Peak Energy Inc (CLD) in Q3 2015, closing a stake of 2,300 shares — an estimated $11K sold.

Summit Securities Group first reported a position in CLD in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 162 funds tracked by Wall St. Rank hold CLD as of Q3 2015.

  • Summit Securities Group reported no remaining Cloud Peak Energy Inc position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 2,300 Cloud Peak Energy Inc shares in Q3 2015, an estimated $11K.
  • Summit Securities Group first reported a position in Cloud Peak Energy Inc in Q2 2015 and held it in 1 quarter.
  • Summit Securities Group's Cloud Peak Energy Inc position peaked at $11K in Q2 2015.
  • 162 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.