LKIM
BTU

Lawson Kroeker Investment Management’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Lawson Kroeker Investment 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
2013
Q4 		– Sell
-15,419
Closed -$3.99M – 78
2013
Q3 		$3.99M Sell
15,419
-918
-6% -$235K 1.33% 33
2013
Q2 		$3.59M Buy
+16,337
New +$4.7M 1.25% 33

Other funds holding BTU

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Lawson Kroeker Investment Management's BTU Position: Q4 2013 in Review

Lawson Kroeker Investment Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2013, closing a stake of 15,419 shares — an estimated $3.99M sold.

Lawson Kroeker Investment Management first reported a position in BTU in Q2 2013 and held it in 2 quarters. The position peaked at $3.99M in Q3 2013. 436 funds tracked by Wall St. Rank hold BTU as of Q4 2013.

  • Lawson Kroeker Investment Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2013 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 15,419 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2013, an estimated $3.99M.
  • Lawson Kroeker Investment Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • Lawson Kroeker Investment Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $3.99M in Q3 2013.
  • 436 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2013.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2013, filed 15 Jan 2014.