WT
WLB

Whittier Trust’s Westmoreland Coal Company WLB Stock Holding History

Whittier Trust’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
2018
Q2 		– Sell
-1,000
Closed – – 1374
2018
Q1 		$0 Hold
1,000
– – ﹤0.01% 1371
2017
Q4 		$1K Hold
1,000
– – ﹤0.01% 1277
2017
Q3 		$3K Hold
1,000
– – ﹤0.01% 1221
2017
Q2 		$5K Hold
1,000
– – ﹤0.01% 1100
2017
Q1 		$15K Hold
1,000
– – ﹤0.01% 943
2016
Q4 		$18K Hold
1,000
– – ﹤0.01% 901
2016
Q3 		$9K Hold
1,000
– – ﹤0.01% 985
2016
Q2 		$10K Hold
1,000
– – ﹤0.01% 991
2016
Q1 		$7K Hold
1,000
– – ﹤0.01% 1010
2015
Q4 		$6K Buy
+1,000
New +$8.09K ﹤0.01% 1030

Other funds holding WLB

MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Whittier Trust's WLB Position: Q2 2018 in Review

Whittier Trust sold out of Westmoreland Coal Company (WLB) in Q2 2018, closing a stake of 1,000 shares.

Whittier Trust first reported a position in WLB in Q4 2015 and held it in 10 quarters. The position peaked at $18K in Q4 2016. 2 funds tracked by Wall St. Rank hold WLB as of Q2 2018.

  • Whittier Trust reported no remaining Westmoreland Coal Company position as of Q2 2018 after selling out during the quarter.
  • Whittier Trust sold 1,000 Westmoreland Coal Company shares in Q2 2018.
  • Whittier Trust first reported a position in Westmoreland Coal Company in Q4 2015 and held it in 10 quarters.
  • Whittier Trust's Westmoreland Coal Company position peaked at $18K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q2 2018.

Based on Whittier Trust's 13F filing for Q2 2018, filed 20 Jul 2018.