WA
WLT

Waverly Advisors’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-900
Closed -$15K – 886
2013
Q4 		$15K Hold
900
– – 0.01% 506
2013
Q3 		$13K Buy
+900
New +$11.4K 0.01% 421

Other funds holding WLT

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's WLT Position: Q1 2014 in Review

Waverly Advisors sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2014, closing a stake of 900 shares — an estimated $15K sold.

Waverly Advisors first reported a position in WLT in Q3 2013 and held it in 2 quarters. The position peaked at $15K in Q4 2013. 146 funds tracked by Wall St. Rank hold WLT as of Q1 2014.

  • Waverly Advisors reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 900 WALTER ENERGY INC COM STK (DE) shares in Q1 2014, an estimated $15K.
  • Waverly Advisors first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's WALTER ENERGY INC COM STK (DE) position peaked at $15K in Q4 2013.
  • 146 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.