Morgan Stanley
BTU

Morgan Stanley’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Morgan Stanley’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
2016
Q2 		– Sell
-176,196
Closed -$408K – 6932
2016
Q1 		$408K Sell
176,196
-369,260
-68% -$1.37M ﹤0.01% 4567
2015
Q4 		$4.19M Buy
545,456
+505,535
+1,266% +$7.29M ﹤0.01% 2839
2015
Q3 		$827K Sell
39,921
-173,769
-81% -$3.92M ﹤0.01% 4269
2015
Q2 		$7.02M Buy
213,690
+43,636
+26% +$2.55M ﹤0.01% 2473
2015
Q1 		$12.6M Sell
170,054
-34,306
-17% -$3.46M ﹤0.01% 1835
2014
Q4 		$23.7M Buy
204,360
+10,865
+6% +$1.62M 0.01% 1339
2014
Q3 		$35.9M Sell
193,495
-18,202
-9% -$4.14M 0.01% 998
2014
Q2 		$51.9M Buy
211,697
+113,739
+116% +$29.6M 0.02% 775
2014
Q1 		$24M Buy
97,958
+2,067
+2% +$524K 0.01% 1230
2013
Q4 		$28.1M Sell
95,891
-49,659
-34% -$14M 0.01% 1096
2013
Q3 		$37.7M Buy
145,550
+36,887
+34% +$9.43M 0.02% 813
2013
Q2 		$23.9M Buy
+108,663
New +$31.2M 0.01% 1054

Other funds holding BTU

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
UMA
USA Mutuals Advisors Dallas, Texas $55M AUM 7.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Morgan Stanley's BTU Position: Q2 2016 in Review

Morgan Stanley sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2016, closing a stake of 176,196 shares — an estimated $408K sold.

Morgan Stanley first reported a position in BTU in Q2 2013 and held it in 12 quarters. The position peaked at $51.9M in Q2 2014. 23 funds tracked by Wall St. Rank hold BTU as of Q2 2016.

  • Morgan Stanley reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2016 after selling out during the quarter.
  • Morgan Stanley sold 176,196 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2016, an estimated $408K.
  • Morgan Stanley first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 12 quarters.
  • Morgan Stanley's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $51.9M in Q2 2014.
  • 23 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2016.

Based on Morgan Stanley's 13F filing for Q2 2016, filed 12 Aug 2016.