Wellington Management Group
WLB

Wellington Management Group’s Westmoreland Coal Company WLB Stock Holding History

Wellington Management Group’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-39,830
Closed -$101K – 2366
2017
Q3 		$101K Sell
39,830
-8,180
-17% -$25.4K ﹤0.01% 2183
2017
Q2 		$234K Buy
48,010
+9,906
+26% +$86.7K ﹤0.01% 2154
2017
Q1 		$553K Buy
38,104
+108
+0.3% +$1.72K ﹤0.01% 2060
2016
Q4 		$671K Buy
+37,996
New +$530K ﹤0.01% 1946

Other funds holding WLB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Wellington Management Group's WLB Position: Q4 2017 in Review

Wellington Management Group sold out of Westmoreland Coal Company (WLB) in Q4 2017, closing a stake of 39,830 shares — an estimated $101K sold.

Wellington Management Group first reported a position in WLB in Q4 2016 and held it in 4 quarters. The position peaked at $671K in Q4 2016. 65 funds tracked by Wall St. Rank hold WLB as of Q4 2017.

  • Wellington Management Group reported no remaining Westmoreland Coal Company position as of Q4 2017 after selling out during the quarter.
  • Wellington Management Group sold 39,830 Westmoreland Coal Company shares in Q4 2017, an estimated $101K.
  • Wellington Management Group first reported a position in Westmoreland Coal Company in Q4 2016 and held it in 4 quarters.
  • Wellington Management Group's Westmoreland Coal Company position peaked at $671K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.