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Advisors Asset Management’s Peabody Energy BTU Stock Holding History

Advisors Asset Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,539
Closed -$4K – 1524
2020
Q2 		$4K Sell
1,539
-386
-20% -$1.27K ﹤0.01% 1514
2020
Q1 		$6K Sell
1,925
-3,170
-62% -$20.3K ﹤0.01% 1439
2019
Q4 		$46K Sell
5,095
-1,140
-18% -$13.1K ﹤0.01% 1406
2019
Q3 		$92K Sell
6,235
-246
-4% -$4.79K ﹤0.01% 1323
2019
Q2 		$156K Sell
6,481
-270
-4% -$7.1K ﹤0.01% 1229
2019
Q1 		$191K Sell
6,751
-531
-7% -$16.7K ﹤0.01% 1371
2018
Q4 		$222K Buy
7,282
+627
+9% +$21K ﹤0.01% 1180
2018
Q3 		$237K Buy
6,655
+1,199
+22% +$51.4K ﹤0.01% 1216
2018
Q2 		$248K Buy
5,456
+3,430
+169% +$141K ﹤0.01% 1200
2018
Q1 		$82K Buy
2,026
+1,551
+327% +$61.7K ﹤0.01% 1343
2017
Q4 		$19K Hold
475
– – ﹤0.01% 1446
2017
Q3 		$14K Buy
475
+276
+139% +$7.79K ﹤0.01% 1457
2017
Q2 		$5K Buy
+199
New +$4.92K ﹤0.01% 1525

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advisors Asset Management's BTU Position: Q3 2020 in Review

Advisors Asset Management sold out of Peabody Energy (BTU) in Q3 2020, closing a stake of 1,539 shares — an estimated $4K sold.

Advisors Asset Management first reported a position in BTU in Q2 2017 and held it in 13 quarters. The position peaked at $248K in Q2 2018. 120 funds tracked by Wall St. Rank hold BTU as of Q3 2020.

  • Advisors Asset Management reported no remaining Peabody Energy position as of Q3 2020 after selling out during the quarter.
  • Advisors Asset Management sold 1,539 Peabody Energy shares in Q3 2020, an estimated $4K.
  • Advisors Asset Management first reported a position in Peabody Energy in Q2 2017 and held it in 13 quarters.
  • Advisors Asset Management's Peabody Energy position peaked at $248K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2020.

Based on Advisors Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.