Nelson Capital Management’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Nelson Capital Management’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 Q1	–	Sell	-40	Closed	-$5K	–	322
2014 Q4	$5K	Hold	40	–	–	﹤0.01%	270
2014 Q3	$7K	Hold	40	–	–	﹤0.01%	263
2014 Q2	$10K	Hold	40	–	–	﹤0.01%	239
2014 Q1	$10K	Hold	40	–	–	﹤0.01%	207
2013 Q4	$12K	Hold	40	–	–	0.01%	175
2013 Q3	$10K	Hold	40	–	–	﹤0.01%	180
2013 Q2	$9K	Buy	+40	New	+$11.5K	﹤0.01%	188

Other funds holding BTU

MNA

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

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

AAM

Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return

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

KGI

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

BFA

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

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nelson Capital Management's BTU Position: Q1 2015 in Review

Nelson Capital Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2015, closing a stake of 40 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in BTU in Q2 2013 and held it in 7 quarters. The position peaked at $12K in Q4 2013. 304 funds tracked by Wall St. Rank hold BTU as of Q1 2015.

Nelson Capital Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2015 after selling out during the quarter.
Nelson Capital Management sold 40 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2015, an estimated $5K.
Nelson Capital Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 7 quarters.
Nelson Capital Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $12K in Q4 2013.
304 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.