FM
BTU

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

Forward 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
Q3 		– Sell
-4,100
Closed -$1.01M – 431
2014
Q2 		$1.01M Buy
4,100
+133
+3% +$34.6K 0.06% 150
2014
Q1 		$972K Sell
3,967
-780
-16% -$198K 0.06% 154
2013
Q4 		$1.39M Sell
4,747
-666
-12% -$188K 0.08% 121
2013
Q3 		$1.4M Sell
5,413
-7,120
-57% -$1.82M 0.09% 126
2013
Q2 		$2.75M Buy
+12,533
New +$3.6M 0.23% 82

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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 $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Forward Management's BTU Position: Q3 2014 in Review

Forward Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q3 2014, closing a stake of 4,100 shares — an estimated $1.01M sold.

Forward Management first reported a position in BTU in Q2 2013 and held it in 5 quarters. The position peaked at $2.75M in Q2 2013. 384 funds tracked by Wall St. Rank hold BTU as of Q3 2014.

  • Forward Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q3 2014 after selling out during the quarter.
  • Forward Management sold 4,100 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2014, an estimated $1.01M.
  • Forward Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 5 quarters.
  • Forward Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $2.75M in Q2 2013.
  • 384 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2014.

Based on Forward Management's 13F filing for Q3 2014, filed 12 Nov 2014.