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Yorktown Management & Research Company’s TransAlta TAC Stock Holding History

Yorktown Management & Research Company’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,200
Closed -$132K – 430
2013
Q3 		$132K Hold
10,200
– – 0.03% 362
2013
Q2 		$140K Buy
+10,200
New +$144K 0.03% 317

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Yorktown Management & Research Company's TAC Position: Q4 2013 in Review

Yorktown Management & Research Company sold out of TransAlta (TAC) in Q4 2013, closing a stake of 10,200 shares — an estimated $132K sold.

Yorktown Management & Research Company first reported a position in TAC in Q2 2013 and held it in 2 quarters. The position peaked at $140K in Q2 2013. 98 funds tracked by Wall St. Rank hold TAC as of Q4 2013.

  • Yorktown Management & Research Company reported no remaining TransAlta position as of Q4 2013 after selling out during the quarter.
  • Yorktown Management & Research Company sold 10,200 TransAlta shares in Q4 2013, an estimated $132K.
  • Yorktown Management & Research Company first reported a position in TransAlta in Q2 2013 and held it in 2 quarters.
  • Yorktown Management & Research Company's TransAlta position peaked at $140K in Q2 2013.
  • 98 funds tracked by Wall St. Rank held TransAlta as of Q4 2013.

Based on Yorktown Management & Research Company's 13F filing for Q4 2013, filed 22 Jan 2014.