U.S. Global Investors (USGI)’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-4,293
Closed 344
2015
Q3
$0 Hold
4,293
﹤0.01% 389
2015
Q2
$1K Hold
4,293
﹤0.01% 294
2015
Q1
$3K Hold
4,293
﹤0.01% 322
2014
Q4
$6K Buy
+4,293
New +$9.41K ﹤0.01% 289

U.S. Global Investors (USGI)'s WLT Position: Q4 2015 in Review

U.S. Global Investors (USGI) sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2015, closing a stake of 4,293 shares.

U.S. Global Investors (USGI) first reported a position in WLT in Q4 2014 and held it in 4 quarters. The position peaked at $6K in Q4 2014. 5 funds tracked by Wall St. Rank hold WLT as of Q4 2015.

  • U.S. Global Investors (USGI) reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 4,293 WALTER ENERGY INC COM STK (DE) shares in Q4 2015.
  • U.S. Global Investors (USGI) first reported a position in WALTER ENERGY INC COM STK (DE) in Q4 2014 and held it in 4 quarters.
  • U.S. Global Investors (USGI)'s WALTER ENERGY INC COM STK (DE) position peaked at $6K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2015, filed 16 Feb 2016.