Creative Planning
BTU

Creative Planning’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Creative Planning’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
2016
Q2 		– Sell
-2,573
Closed -$6K – 4727
2016
Q1 		$6K Buy
2,573
+686
+36% +$2.55K ﹤0.01% 3540
2015
Q4 		$14K Buy
+1,887
New +$27.2K ﹤0.01% 3093
2015
Q3 		– Sell
-4,493
Closed -$148K – 4432
2015
Q2 		$148K Buy
4,493
+2,797
+165% +$164K ﹤0.01% 933
2015
Q1 		$125K Sell
1,696
-40
-2% -$4.04K ﹤0.01% 1453
2014
Q4 		$202K Buy
1,736
+214
+14% +$31.9K ﹤0.01% 1134
2014
Q3 		$283K Sell
1,522
-100
-6% -$22.7K ﹤0.01% 894
2014
Q2 		$398K Buy
1,622
+65
+4% +$16.9K 0.01% 730
2014
Q1 		$382K Buy
1,557
+959
+160% +$243K 0.01% 732
2013
Q4 		$175K Sell
598
-303
-34% -$85.4K ﹤0.01% 929
2013
Q3 		$233K Buy
901
+550
+157% +$141K ﹤0.01% 705
2013
Q2 		$77K Buy
+351
New +$101K ﹤0.01% 1129

Other funds holding BTU

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
UMA
USA Mutuals Advisors Dallas, Texas $55M AUM 7.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return