FAM
BTU

Forty4 Asset Management’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Forty4 Asset Management’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
Q2 		– Sell
-1,530
Closed -$375K – 67
2014
Q1 		$375K Buy
+1,530
New +$388K 0.3% 24
2013
Q3 		– Sell
-1,140
Closed -$250K – 513
2013
Q2 		$250K Buy
+1,140
New +$328K 0.09% 135

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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Forty4 Asset Management's BTU Position: Q2 2014 in Review

Forty4 Asset Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2014, closing a stake of 1,530 shares — an estimated $375K sold.

Forty4 Asset Management first reported a position in BTU in Q2 2013 and held it in 2 quarters. The position peaked at $375K in Q1 2014. 416 funds tracked by Wall St. Rank hold BTU as of Q2 2014.

  • Forty4 Asset Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2014 after selling out during the quarter.
  • Forty4 Asset Management sold 1,530 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2014, an estimated $375K.
  • Forty4 Asset Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • Forty4 Asset Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $375K in Q1 2014.
  • 416 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2014.

Based on Forty4 Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.