W
CLD

Wealthfront’s Cloud Peak Energy Inc CLD Stock Holding History

Wealthfront’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
Q4 		– Sell
-164
Closed -$2K – 1096
2014
Q3 		$2K Buy
+164
New +$2.48K ﹤0.01% 615
2014
Q2 		– Sell
-31
Closed -$1K – 636
2014
Q1 		$1K Buy
+31
New +$582 ﹤0.01% 542

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealthfront's CLD Position: Q4 2014 in Review

Wealthfront sold out of Cloud Peak Energy Inc (CLD) in Q4 2014, closing a stake of 164 shares — an estimated $2K sold.

Wealthfront first reported a position in CLD in Q1 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 195 funds tracked by Wall St. Rank hold CLD as of Q4 2014.

  • Wealthfront reported no remaining Cloud Peak Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 164 Cloud Peak Energy Inc shares in Q4 2014, an estimated $2K.
  • Wealthfront first reported a position in Cloud Peak Energy Inc in Q1 2014 and held it in 2 quarters.
  • Wealthfront's Cloud Peak Energy Inc position peaked at $2K in Q3 2014.
  • 195 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.