AG
BTU

Aperio Group’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Aperio Group’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
2015
Q4 		– Sell
-1,944
Closed -$40K – 2058
2015
Q3 		$40K Sell
1,944
-519
-21% -$11.7K ﹤0.01% 1913
2015
Q2 		$81K Sell
2,463
-2,178
-47% -$127K ﹤0.01% 1965
2015
Q1 		$343K Buy
4,641
+100
+2% +$10.1K ﹤0.01% 1483
2014
Q4 		$527K Buy
4,541
+2,612
+135% +$390K 0.01% 1194
2014
Q3 		$358K Sell
1,929
-1,339
-41% -$304K ﹤0.01% 1301
2014
Q2 		$802K Buy
3,268
+414
+15% +$108K 0.01% 929
2014
Q1 		$700K Buy
+2,854
New +$723K 0.01% 1180
2013
Q4 		– Sell
-1,618
Closed -$456K – 850
2013
Q3 		$419K Buy
1,618
+409
+34% +$105K 0.01% 1221
2013
Q2 		$266K Buy
+1,209
New +$347K 0.01% 1348

Other funds holding BTU

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Aperio Group's BTU Position: Q4 2015 in Review

Aperio Group sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 1,944 shares — an estimated $40K sold.

Aperio Group first reported a position in BTU in Q2 2013 and held it in 9 quarters. The position peaked at $802K in Q2 2014. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

  • Aperio Group reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
  • Aperio Group sold 1,944 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $40K.
  • Aperio Group first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 9 quarters.
  • Aperio Group's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $802K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on Aperio Group's 13F filing for Q4 2015, filed 21 Jan 2016.