Carson Wealth (CWM LLC)
BTU

Carson Wealth (CWM LLC)’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-133
Closed -$39K – 594
2013
Q4 		$39K Sell
133
-67
-34% -$18.9K 0.01% 294
2013
Q3 		$52K Buy
+200
New +$51.1K 0.01% 187

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTU Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2014, closing a stake of 133 shares — an estimated $39K sold.

Carson Wealth (CWM LLC) first reported a position in BTU in Q3 2013 and held it in 2 quarters. The position peaked at $52K in Q3 2013. 420 funds tracked by Wall St. Rank hold BTU as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 133 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2014, an estimated $39K.
  • Carson Wealth (CWM LLC) first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $52K in Q3 2013.
  • 420 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.