CW
BTU

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

Cobiz Wealth’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
Q3 		– Sell
-170
Closed -$37K – 393
2013
Q2 		$37K Buy
+170
New +$48.9K 0.01% 190

Other funds holding BTU

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cobiz Wealth's BTU Position: Q3 2013 in Review

Cobiz Wealth sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q3 2013, closing a stake of 170 shares — an estimated $37K sold.

Cobiz Wealth first reported a position in BTU in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 404 funds tracked by Wall St. Rank hold BTU as of Q3 2013.

  • Cobiz Wealth reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 170 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2013, an estimated $37K.
  • Cobiz Wealth first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $37K in Q2 2013.
  • 404 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.