TIM
WLT

Tortoise Investment Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Tortoise Investment 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
2015
Q3 		– Sell
-39
Closed – – 450
2015
Q2 		$0 Hold
39
– – ﹤0.01% 466
2015
Q1 		$0 Hold
39
– – ﹤0.01% 506
2014
Q4 		$0 Hold
39
– – ﹤0.01% 508
2014
Q3 		$0 Hold
39
– – ﹤0.01% 446
2014
Q2 		$0 Hold
39
– – ﹤0.01% 449
2014
Q1 		$0 Hold
39
– – ﹤0.01% 389
2013
Q4 		$1K Hold
39
– – ﹤0.01% 337
2013
Q3 		$1K Hold
39
– – ﹤0.01% 359
2013
Q2 		$1K Buy
+39
New +$687 ﹤0.01% 378

Other funds holding WLT

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tortoise Investment Management's WLT Position: Q3 2015 in Review

Tortoise Investment Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2015, closing a stake of 39 shares.

Tortoise Investment Management first reported a position in WLT in Q2 2013 and held it in 9 quarters. The position peaked at $1K in Q4 2013. 12 funds tracked by Wall St. Rank hold WLT as of Q3 2015.

  • Tortoise Investment Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 39 WALTER ENERGY INC COM STK (DE) shares in Q3 2015.
  • Tortoise Investment Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Tortoise Investment Management's WALTER ENERGY INC COM STK (DE) position peaked at $1K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2015.

Based on Tortoise Investment Management's 13F filing for Q3 2015, filed 23 Oct 2015.