Howe & Rusling’s Peabody Energy BTU Stock Holding History

Howe & Rusling’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
2018 Q4	–	Sell	-25	Closed	-$1K	–	829
2018 Q3	$1K	Buy	+25	New	+$1.07K	﹤0.01%	767

Other funds holding BTU

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's BTU Position: Q4 2018 in Review

Howe & Rusling sold out of Peabody Energy (BTU) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Howe & Rusling first reported a position in BTU in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 194 funds tracked by Wall St. Rank hold BTU as of Q4 2018.

Howe & Rusling reported no remaining Peabody Energy position as of Q4 2018 after selling out during the quarter.
Howe & Rusling sold 25 Peabody Energy shares in Q4 2018, an estimated $1K.
Howe & Rusling first reported a position in Peabody Energy in Q3 2018 and held it in 1 quarter.
Howe & Rusling's Peabody Energy position peaked at $1K in Q3 2018.
194 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.