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Bowling Portfolio Management’s Peabody Energy BTU Stock Holding History

Bowling Portfolio 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
2018
Q4 		– Sell
-17,292
Closed -$616K – 349
2018
Q3 		$616K Buy
+17,292
New +$742K 0.09% 291

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bowling Portfolio Management's BTU Position: Q4 2018 in Review

Bowling Portfolio Management sold out of Peabody Energy (BTU) in Q4 2018, closing a stake of 17,292 shares — an estimated $616K sold.

Bowling Portfolio Management first reported a position in BTU in Q3 2018 and held it in 1 quarter. The position peaked at $616K in Q3 2018. 194 funds tracked by Wall St. Rank hold BTU as of Q4 2018.

  • Bowling Portfolio Management reported no remaining Peabody Energy position as of Q4 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 17,292 Peabody Energy shares in Q4 2018, an estimated $616K.
  • Bowling Portfolio Management first reported a position in Peabody Energy in Q3 2018 and held it in 1 quarter.
  • Bowling Portfolio Management's Peabody Energy position peaked at $616K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2018.

Based on Bowling Portfolio Management's 13F filing for Q4 2018, filed 17 Jan 2019.