Chevy Chase Trust

Chevy Chase Trust’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Chevy Chase Trust’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 Q3	–	Sell	-68,384	Closed	-$2.25M	–	691
2015 Q2	$2.25M	Buy	68,384 +131	+0.2%	+$7.66K	0.01%	540
2015 Q1	$5.04M	Buy	68,253 +2,256	+3%	+$228K	0.03%	487
2014 Q4	$7.66M	Buy	65,997 +712	+1%	+$106K	0.05%	400
2014 Q3	$12.1M	Buy	65,285 +10,006	+18%	+$2.27M	0.08%	281
2014 Q2	$13.6M	Sell	55,279 -4,227	-7%	-$1.1M	0.09%	244
2014 Q1	$14.6M	Buy	59,506 +6,704	+13%	+$1.7M	0.1%	221
2013 Q4	$15.5M	Buy	52,802 +6,705	+15%	+$1.89M	0.11%	205
2013 Q3	$11.9M	Buy	46,097 +1,713	+4%	+$438K	0.1%	244
2013 Q2	$9.75M	Buy	+44,384	New	+$12.8M	0.09%	282

Other funds holding BTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return