Mark Sheptoff Financial Planning’s Peabody Energy BTU Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q2	–	Sell	-197	Closed	-$1K	–	356
2020 Q1	$1K	Hold	197	–	–	﹤0.01%	319
2019 Q4	$2K	Hold	197	–	–	﹤0.01%	338
2019 Q3	$3K	Hold	197	–	–	﹤0.01%	324
2019 Q2	$5K	Hold	197	–	–	﹤0.01%	288
2019 Q1	$6K	Hold	197	–	–	﹤0.01%	288
2018 Q4	$6K	Hold	197	–	–	0.01%	269
2018 Q3	$7K	Hold	197	–	–	﹤0.01%	312
2018 Q2	$9K	Hold	197	–	–	0.01%	286
2018 Q1	$7K	Hold	197	–	–	﹤0.01%	317
2017 Q4	$8K	Hold	197	–	–	0.01%	295
2017 Q3	$6K	Sell	197 -197	-50%	-$5.56K	﹤0.01%	312
2017 Q2	$10K	Buy	+394	New	+$9.74K	0.01%	274

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

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

Mark Sheptoff Financial Planning's BTU Position: Q2 2020 in Review

Mark Sheptoff Financial Planning sold out of Peabody Energy (BTU) in Q2 2020, closing a stake of 197 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in BTU in Q2 2017 and held it in 12 quarters. The position peaked at $10K in Q2 2017. 138 funds tracked by Wall St. Rank hold BTU as of Q2 2020.

Mark Sheptoff Financial Planning reported no remaining Peabody Energy position as of Q2 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 197 Peabody Energy shares in Q2 2020, an estimated $1K.
Mark Sheptoff Financial Planning first reported a position in Peabody Energy in Q2 2017 and held it in 12 quarters.
Mark Sheptoff Financial Planning's Peabody Energy position peaked at $10K in Q2 2017.
138 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2020, filed 10 Aug 2020.