CFA
BTU

Capstone Financial Advisors’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Capstone Financial Advisors’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
-2,750
Closed -$57K – 76
2015
Q3 		$57K Buy
2,750
+2,083
+312% +$47K 0.03% 63
2015
Q2 		$22K Buy
+667
New +$39K 0.01% 93

Other funds holding BTU

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 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 $1.66T AUM 25.57% 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 $2.58B AUM 8.97% 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 $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Capstone Financial Advisors's BTU Position: Q4 2015 in Review

Capstone Financial Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 2,750 shares — an estimated $57K sold.

Capstone Financial Advisors first reported a position in BTU in Q2 2015 and held it in 2 quarters. The position peaked at $57K in Q3 2015. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

  • Capstone Financial Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,750 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $57K.
  • Capstone Financial Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2015 and held it in 2 quarters.
  • Capstone Financial Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $57K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on Capstone Financial Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.