CPS
BTU

Counsel Portfolio Services’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Counsel Portfolio Services’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
Q3 		– Sell
-1,413
Closed -$347K – 356
2014
Q2 		$347K Hold
1,413
– – 0.03% 303
2014
Q1 		$346K Hold
1,413
– – 0.03% 270
2013
Q4 		$414K Buy
+1,413
New +$398K 0.04% 256

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Counsel Portfolio Services's BTU Position: Q3 2014 in Review

Counsel Portfolio Services sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q3 2014, closing a stake of 1,413 shares — an estimated $347K sold.

Counsel Portfolio Services first reported a position in BTU in Q4 2013 and held it in 3 quarters. The position peaked at $414K in Q4 2013. 384 funds tracked by Wall St. Rank hold BTU as of Q3 2014.

  • Counsel Portfolio Services reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q3 2014 after selling out during the quarter.
  • Counsel Portfolio Services sold 1,413 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2014, an estimated $347K.
  • Counsel Portfolio Services first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2013 and held it in 3 quarters.
  • Counsel Portfolio Services's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $414K in Q4 2013.
  • 384 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2014.

Based on Counsel Portfolio Services's 13F filing for Q3 2014, filed 12 Nov 2014.