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Glassman Wealth Services’s Peabody Energy BTU Stock Holding History

Glassman Wealth Services’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
2020
Q1 		– Sell
-32
Closed – – 1157
2019
Q4 		$0 Buy
32
+17
+113% +$195 ﹤0.01% 1198
2019
Q3 		$0 Buy
15
+13
+650% +$253 ﹤0.01% 1070
2019
Q2 		$0 Buy
+2
New +$53 ﹤0.01% 1095

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Glassman Wealth Services's BTU Position: Q1 2020 in Review

Glassman Wealth Services sold out of Peabody Energy (BTU) in Q1 2020, closing a stake of 32 shares.

Glassman Wealth Services first reported a position in BTU in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 137 funds tracked by Wall St. Rank hold BTU as of Q1 2020.

  • Glassman Wealth Services reported no remaining Peabody Energy position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 32 Peabody Energy shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Peabody Energy in Q2 2019 and held it in 3 quarters.
  • Glassman Wealth Services's Peabody Energy position peaked at $0 in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.