CA
BTU

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

CapWealth 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
2013
Q4 		– Sell
-13
Closed -$3K – 431
2013
Q3 		$3K Hold
13
– – ﹤0.01% 407
2013
Q2 		$3K Buy
+13
New +$3.74K ﹤0.01% 390

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

CapWealth Advisors's BTU Position: Q4 2013 in Review

CapWealth Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2013, closing a stake of 13 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in BTU in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 436 funds tracked by Wall St. Rank hold BTU as of Q4 2013.

  • CapWealth Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 13 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2013, an estimated $3K.
  • CapWealth Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $3K in Q3 2013.
  • 436 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.