Massachusetts Financial Services
BTU

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 – 926
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAM
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Massachusetts Financial Services's BTU Position: Q3 2015 in Review

Massachusetts Financial Services sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q3 2015, closing a stake of 3,982 shares — an estimated $131K sold.

Massachusetts Financial Services first reported a position in BTU in Q2 2013 and held it in 9 quarters. The position peaked at $69.7M in Q2 2014. 191 funds tracked by Wall St. Rank hold BTU as of Q3 2015.

  • Massachusetts Financial Services reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q3 2015 after selling out during the quarter.
  • Massachusetts Financial Services sold 3,982 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2015, an estimated $131K.
  • Massachusetts Financial Services first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 9 quarters.
  • Massachusetts Financial Services's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $69.7M in Q2 2014.
  • 191 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2015.

Based on Massachusetts Financial Services's 13F filing for Q3 2015, filed 12 Nov 2015.