SSG
WLT

Summit Securities Group’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Summit Securities 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
2015
Q1 		– Sell
-104
Closed – – 747
2014
Q4 		$0 Buy
+104
New +$228 ﹤0.01% 826
2014
Q3 		– Sell
-100
Closed -$1K – 868
2014
Q2 		$1K Buy
+100
New +$635 ﹤0.01% 546

Other funds holding WLT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's WLT Position: Q1 2015 in Review

Summit Securities Group sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2015, closing a stake of 104 shares.

Summit Securities Group first reported a position in WLT in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 98 funds tracked by Wall St. Rank hold WLT as of Q1 2015.

  • Summit Securities Group reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 104 WALTER ENERGY INC COM STK (DE) shares in Q1 2015.
  • Summit Securities Group first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2014 and held it in 2 quarters.
  • Summit Securities Group's WALTER ENERGY INC COM STK (DE) position peaked at $1K in Q2 2014.
  • 98 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.