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

Foundation Resource 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
2015 Q4	–	Sell	-4,670	Closed	-$82K	–	61
2015 Q3	$82K	Sell	4,670 -229	-5%	-$5.17K	0.02%	59
2015 Q2	$161K	Sell	4,899 -47	-1%	-$2.75K	0.03%	62
2015 Q1	$365K	Hold	4,946	–	–	0.06%	57
2014 Q4	$574K	Buy	+4,946	New	+$738K	0.08%	55

Other funds holding BTU

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Foundation Resource Management's BTU Position: Q4 2015 in Review

Foundation Resource Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 4,670 shares — an estimated $82K sold.

Foundation Resource Management first reported a position in BTU in Q4 2014 and held it in 4 quarters. The position peaked at $574K in Q4 2014. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

Foundation Resource Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
Foundation Resource Management sold 4,670 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $82K.
Foundation Resource Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2014 and held it in 4 quarters.
Foundation Resource Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $574K in Q4 2014.
156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on Foundation Resource Management's 13F filing for Q4 2015, filed 19 Jan 2016.