JG
BTU

Joel Greenblatt’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Joel Greenblatt’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
-1,938
Closed -$360K – 1135
2014
Q3 		$360K Sell
1,938
-199
-9% -$45.2K ﹤0.01% 822
2014
Q2 		$524K Sell
2,137
-273
-11% -$71K 0.01% 780
2014
Q1 		$591K Buy
+2,410
New +$611K 0.01% 759

Other funds holding BTU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Joel Greenblatt's BTU Position: Q4 2014 in Review

Joel Greenblatt sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 1,938 shares — an estimated $360K sold.

Joel Greenblatt first reported a position in BTU in Q1 2014 and held it in 3 quarters. The position peaked at $591K in Q1 2014. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • Joel Greenblatt reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
  • Joel Greenblatt sold 1,938 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $360K.
  • Joel Greenblatt first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q1 2014 and held it in 3 quarters.
  • Joel Greenblatt's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $591K in Q1 2014.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Gotham Asset Management's 13F filing for Q4 2014, filed 17 Feb 2015.