U
CLD

UBS’s Cloud Peak Energy Inc CLD Stock Holding History

UBS’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
2014
Q3 		$3.07M Buy
243,014
+198,500
+446% +$3M ﹤0.01% 2501
2014
Q2 		$820K Sell
44,514
-7,328
-14% -$144K ﹤0.01% 3746
2014
Q1 		$1.1M Sell
51,842
-24,176
-32% -$454K ﹤0.01% 3401
2013
Q4 		$1.37M Sell
76,018
-59,897
-44% -$975K ﹤0.01% 3198
2013
Q3 		$1.99M Buy
135,915
+111,533
+457% +$1.79M ﹤0.01% 2584
2013
Q2 		$402K Buy
+24,382
New +$453K ﹤0.01% 4314

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's CLD Position: Q3 2014 in Review

UBS increased its Cloud Peak Energy Inc (CLD) stake by 446% in Q3 2014, buying an estimated $3M and bringing the position to 243,014 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

UBS first reported a position in CLD in Q2 2013 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold CLD as of Q3 2014.

  • UBS held 243,014 shares of Cloud Peak Energy Inc worth $3.07M as of Q3 2014.
  • UBS bought 198,500 Cloud Peak Energy Inc shares in Q3 2014, an estimated $3M.
  • Cloud Peak Energy Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2501 holding.
  • UBS first reported a position in Cloud Peak Energy Inc in Q2 2013 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.