WA
WLT

WealthTrust-Arizona’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

WealthTrust-Arizona’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
-400
Closed -$7K – 749
2013
Q4 		$7K Hold
400
– – 0.01% 472
2013
Q3 		$6K Buy
400
+200
+100% +$2.54K 0.01% 458
2013
Q2 		$2K Buy
+200
New +$3.52K ﹤0.01% 558

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

WealthTrust-Arizona's WLT Position: Q1 2014 in Review

WealthTrust-Arizona sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2014, closing a stake of 400 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in WLT in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 146 funds tracked by Wall St. Rank hold WLT as of Q1 2014.

  • WealthTrust-Arizona reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 400 WALTER ENERGY INC COM STK (DE) shares in Q1 2014, an estimated $7K.
  • WealthTrust-Arizona first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's WALTER ENERGY INC COM STK (DE) position peaked at $7K in Q4 2013.
  • 146 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.