Gerald L. Ray & Associates’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Gerald L. Ray & Associates’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 Q4	–	Sell	-805	Closed	-$150K	–	312
2014 Q3	$150K	Sell	805 -33	-4%	-$7.5K	0.02%	291
2014 Q2	$206K	Sell	838 -209	-20%	-$54.4K	0.04%	291
2014 Q1	$257K	Buy	+1,047	New	+$265K	0.05%	257
2013 Q4	–	Sell	-856	Closed	-$221K	–	276
2013 Q3	$221K	Buy	856 +54	+7%	+$13.8K	0.05%	247
2013 Q2	$176K	Buy	+802	New	+$231K	0.04%	244

Other funds holding BTU

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

Gerald L. Ray & Associates's BTU Position: Q4 2014 in Review

Gerald L. Ray & Associates sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 805 shares — an estimated $150K sold.

Gerald L. Ray & Associates first reported a position in BTU in Q2 2013 and held it in 5 quarters. The position peaked at $257K in Q1 2014. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

Gerald L. Ray & Associates reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
Gerald L. Ray & Associates sold 805 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $150K.
Gerald L. Ray & Associates first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 5 quarters.
Gerald L. Ray & Associates's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $257K in Q1 2014.
356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Gerald L. Ray & Associates's 13F filing for Q4 2014, filed 10 Feb 2015.