Massachusetts Financial Services

Massachusetts Financial Services’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Massachusetts Financial Services’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 Q3	–	Sell	-3,982	Closed	-$131K	–	928
2015 Q2	$131K	Sell	3,982 -71	-2%	-$4.15K	﹤0.01%	873
2015 Q1	$299K	Sell	4,053 -49,048	-92%	-$4.95M	﹤0.01%	859
2014 Q4	$6.17M	Sell	53,101 -229,446	-81%	-$34.2M	﹤0.01%	650
2014 Q3	$52.5M	Sell	282,547 -1,659	-0.6%	-$377K	0.03%	337
2014 Q2	$69.7M	Buy	284,206 +56,205	+25%	+$14.6M	0.04%	300
2014 Q1	$55.9M	Sell	228,001 -2,631	-1%	-$667K	0.03%	335
2013 Q4	$67.6M	Buy	230,632 +66,790	+41%	+$18.8M	0.04%	307
2013 Q3	$42.4M	Buy	163,842 +79,054	+93%	+$20.2M	0.03%	349
2013 Q2	$18.6M	Buy	+84,788	New	+$24.4M	0.01%	457

Other funds holding BTU

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

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

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

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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