VSR Financial Services’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

VSR Financial Services’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 Q4	–	Sell	-124,500	Closed	-$291K	–	640
2014 Q3	$291K	Buy	124,500 +28,600	+30%	+$148K	0.04%	453
2014 Q2	$523K	Buy	95,900 +54,000	+129%	+$343K	0.07%	310
2014 Q1	$317K	Buy	41,900 +2,000	+5%	+$22K	0.04%	430
2013 Q4	$664K	Buy	39,900 +1,600	+4%	+$25K	0.1%	240
2013 Q3	$537K	Buy	38,300 +3,750	+11%	+$47.6K	0.09%	262
2013 Q2	$359K	Buy	+34,550	New	+$609K	0.07%	328

Other funds holding WLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AGCJ

Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VSR Financial Services's WLT Position: Q4 2014 in Review

VSR Financial Services sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2014, closing a stake of 124,500 shares — an estimated $291K sold.

VSR Financial Services first reported a position in WLT in Q2 2013 and held it in 6 quarters. The position peaked at $664K in Q4 2013. 111 funds tracked by Wall St. Rank hold WLT as of Q4 2014.

VSR Financial Services reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
VSR Financial Services sold 124,500 WALTER ENERGY INC COM STK (DE) shares in Q4 2014, an estimated $291K.
VSR Financial Services first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 6 quarters.
VSR Financial Services's WALTER ENERGY INC COM STK (DE) position peaked at $664K in Q4 2013.
111 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2014.

Based on VSR Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.