TWM
WLT

Torch Wealth Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Torch Wealth 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
2014
Q2 		– Sell
-2,500
Closed -$19K – 303
2014
Q1 		$19K Buy
2,500
+500
+25% +$5.5K 0.01% 214
2013
Q4 		$33K Buy
+2,000
New +$31.3K 0.03% 166

Other funds holding WLT

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Torch Wealth Management's WLT Position: Q2 2014 in Review

Torch Wealth Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q2 2014, closing a stake of 2,500 shares — an estimated $19K sold.

Torch Wealth Management first reported a position in WLT in Q4 2013 and held it in 2 quarters. The position peaked at $33K in Q4 2013. 147 funds tracked by Wall St. Rank hold WLT as of Q2 2014.

  • Torch Wealth Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 2,500 WALTER ENERGY INC COM STK (DE) shares in Q2 2014, an estimated $19K.
  • Torch Wealth Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q4 2013 and held it in 2 quarters.
  • Torch Wealth Management's WALTER ENERGY INC COM STK (DE) position peaked at $33K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.