McAdams Wright Ragen’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

McAdams Wright Ragen’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 Q3	$11.2M	Sell	60,263 -5,592	-8%	-$1.27M	0.63%	41
2014 Q2	$16.2M	Buy	65,855 +1,946	+3%	+$506K	0.9%	29
2014 Q1	$15.7M	Buy	63,909 +2,488	+4%	+$631K	0.97%	29
2013 Q4	$18M	Sell	61,421 -1,590	-3%	-$448K	1.19%	20
2013 Q3	$16.3M	Buy	63,011 +15,567	+33%	+$3.98M	1.29%	20
2013 Q2	$10.4M	Buy	+47,444	New	+$13.6M	0.83%	30

Other funds holding BTU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BFA

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

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

BIT

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

McAdams Wright Ragen's BTU Position: Q3 2014 in Review

McAdams Wright Ragen reduced its PEABODY ENERGY CORP COM STK NEW (DE) (BTU) stake by 8.5% in Q3 2014, selling an estimated $1.27M and leaving 60,263 shares worth $11.2M. The position accounts for 0.63% of the portfolio, ranked #41.

McAdams Wright Ragen first reported a position in BTU in Q2 2013 and has held it in 6 quarters since. The position peaked at $18M in Q4 2013. 384 funds tracked by Wall St. Rank hold BTU as of Q3 2014.

McAdams Wright Ragen held 60,263 shares of PEABODY ENERGY CORP COM STK NEW (DE) worth $11.2M as of Q3 2014.
McAdams Wright Ragen sold 5,592 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2014, an estimated $1.27M.
PEABODY ENERGY CORP COM STK NEW (DE) made up 0.63% of McAdams Wright Ragen's portfolio in Q3 2014, its #41 holding.
McAdams Wright Ragen first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $18M in Q4 2013.
384 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.