AWM
BTU

Avior Wealth Management’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Avior Wealth 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
2015
Q2 		– Sell
-27
Closed -$2K – 405
2015
Q1 		$2K Hold
27
– – ﹤0.01% 329
2014
Q4 		$3K Buy
+27
New +$4.03K ﹤0.01% 297

Other funds holding BTU

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Avior Wealth Management's BTU Position: Q2 2015 in Review

Avior Wealth Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2015, closing a stake of 27 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in BTU in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 278 funds tracked by Wall St. Rank hold BTU as of Q2 2015.

  • Avior Wealth Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2015 after selling out during the quarter.
  • Avior Wealth Management sold 27 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2015, an estimated $2K.
  • Avior Wealth Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2014 and held it in 2 quarters.
  • Avior Wealth Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $3K in Q4 2014.
  • 278 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2015.

Based on Avior Wealth Management's 13F filing for Q2 2015, filed 21 Aug 2015.