IBM Retirement Fund’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

IBM Retirement Fund’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 Q2	–	Sell	-4,293	Closed	-$317K	–	1086
2015 Q1	$317K	Hold	4,293	–	–	0.01%	1005
2014 Q4	$498K	Buy	4,293 +408	+11%	+$60.8K	0.01%	957
2014 Q3	$721K	Sell	3,885 -730	-16%	-$166K	0.01%	833
2014 Q2	$1.13M	Sell	4,615 -35	-0.8%	-$9.11K	0.02%	724
2014 Q1	$1.14M	Sell	4,650 -2,579	-36%	-$654K	0.02%	700
2013 Q4	$2.12M	Sell	7,229 -294	-4%	-$82.9K	0.03%	606
2013 Q3	$1.95M	Sell	7,523 -1,006	-12%	-$257K	0.03%	632
2013 Q2	$1.87M	Buy	+8,529	New	+$2.45M	0.02%	685

Other funds holding BTU

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KGI

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

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

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BFA

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

BIT

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

IBM Retirement Fund's BTU Position: Q2 2015 in Review

IBM Retirement Fund sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2015, closing a stake of 4,293 shares — an estimated $317K sold.

IBM Retirement Fund first reported a position in BTU in Q2 2013 and held it in 8 quarters. The position peaked at $2.12M in Q4 2013. 278 funds tracked by Wall St. Rank hold BTU as of Q2 2015.

IBM Retirement Fund reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2015 after selling out during the quarter.
IBM Retirement Fund sold 4,293 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2015, an estimated $317K.
IBM Retirement Fund first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 8 quarters.
IBM Retirement Fund's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $2.12M in Q4 2013.
278 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2015.

Based on IBM Retirement Fund's 13F filing for Q2 2015, filed 27 Aug 2015.