TL
CLD

TrueWealth LLC’s Cloud Peak Energy Inc CLD Stock Holding History

TrueWealth LLC’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
2018
Q2 		– Sell
-268
Closed -$1K – 883
2018
Q1 		$1K Hold
268
– – ﹤0.01% 796
2017
Q4 		$1K Buy
+268
New +$1.13K ﹤0.01% 910

Other funds holding CLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TrueWealth LLC's CLD Position: Q2 2018 in Review

TrueWealth LLC sold out of Cloud Peak Energy Inc (CLD) in Q2 2018, closing a stake of 268 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in CLD in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 134 funds tracked by Wall St. Rank hold CLD as of Q2 2018.

  • TrueWealth LLC reported no remaining Cloud Peak Energy Inc position as of Q2 2018 after selling out during the quarter.
  • TrueWealth LLC sold 268 Cloud Peak Energy Inc shares in Q2 2018, an estimated $1K.
  • TrueWealth LLC first reported a position in Cloud Peak Energy Inc in Q4 2017 and held it in 2 quarters.
  • TrueWealth LLC's Cloud Peak Energy Inc position peaked at $1K in Q1 2018.
  • 134 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.