WCBA
YZC

Weaver C. Barksdale & Associates’s Yanzhou Coal Mining YZC Stock Holding History

Weaver C. Barksdale & Associates’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-107
Closed -$1K – 583
2013
Q4 		$1K Sell
107
-100
-48% -$997 ﹤0.01% 549
2013
Q3 		$2K Hold
207
– – ﹤0.01% 532
2013
Q2 		$1K Buy
+207
New +$2.15K ﹤0.01% 548

Other funds holding YZC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Weaver C. Barksdale & Associates's YZC Position: Q1 2014 in Review

Weaver C. Barksdale & Associates sold out of Yanzhou Coal Mining (YZC) in Q1 2014, closing a stake of 107 shares — an estimated $1K sold.

Weaver C. Barksdale & Associates first reported a position in YZC in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2013. 44 funds tracked by Wall St. Rank hold YZC as of Q1 2014.

  • Weaver C. Barksdale & Associates reported no remaining Yanzhou Coal Mining position as of Q1 2014 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 107 Yanzhou Coal Mining shares in Q1 2014, an estimated $1K.
  • Weaver C. Barksdale & Associates first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 3 quarters.
  • Weaver C. Barksdale & Associates's Yanzhou Coal Mining position peaked at $2K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q1 2014.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2014, filed 14 Apr 2014.