GWM
BTU

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

Gupta Wealth 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
2016
Q1 		$0 Hold
156
– – ﹤0.01% 1352
2015
Q4 		$1K Buy
+156
New +$2.25K ﹤0.01% 1232
2015
Q3 		– Sell
-157
Closed -$5K – 1402
2015
Q2 		$5K Hold
157
– – ﹤0.01% 1032
2015
Q1 		$12K Buy
+157
New +$15.8K ﹤0.01% 727

Other funds holding BTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gupta Wealth Management's BTU Position: Q1 2016 in Review

Gupta Wealth Management held its PEABODY ENERGY CORP COM STK NEW (DE) (BTU) position steady in Q1 2016 at 156 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Gupta Wealth Management first reported a position in BTU in Q1 2015 and has held it in 4 quarters since. The position peaked at $12K in Q1 2015. 127 funds tracked by Wall St. Rank hold BTU as of Q1 2016.

  • Gupta Wealth Management held 156 shares of PEABODY ENERGY CORP COM STK NEW (DE) worth $0 as of Q1 2016.
  • Gupta Wealth Management left its PEABODY ENERGY CORP COM STK NEW (DE) share count unchanged in Q1 2016.
  • PEABODY ENERGY CORP COM STK NEW (DE) made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1352 holding.
  • Gupta Wealth Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $12K in Q1 2015.
  • 127 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.