IC
BTU

IKOS CIF’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

IKOS CIF’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
-27
Closed -$5K – 353
2014
Q3 		$5K Sell
27
-1,886
-99% -$428K 0.01% 233
2014
Q2 		$462K Buy
1,913
+1,373
+254% +$357K 1.47% 21
2014
Q1 		$138K Buy
+540
New +$137K 0.21% 139
2013
Q4 		– Sell
-3,030
Closed -$814K – 300
2013
Q3 		$814K Buy
3,030
+1,338
+79% +$342K 0.99% 32
2013
Q2 		$428K Buy
+1,692
New +$486K 0.8% 43

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital World Investors
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

IKOS CIF's BTU Position: Q4 2014 in Review

IKOS CIF sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 27 shares — an estimated $5K sold.

IKOS CIF first reported a position in BTU in Q2 2013 and held it in 5 quarters. The position peaked at $814K in Q3 2013. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • IKOS CIF reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
  • IKOS CIF sold 27 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $5K.
  • IKOS CIF first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 5 quarters.
  • IKOS CIF's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $814K in Q3 2013.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on IKOS CIF's 13F filing for Q4 2014, filed 11 Feb 2015.