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

Newgate 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
2014
Q1 		– Sell
-8,606
Closed -$2.52M – 128
2013
Q4 		$2.52M Sell
8,606
-1,678
-16% -$473K 0.5% 76
2013
Q3 		$2.66M Buy
+10,284
New +$2.63M 0.47% 74

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BlackRock Institutional Trust
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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Newgate Capital Management's BTU Position: Q1 2014 in Review

Newgate Capital Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2014, closing a stake of 8,606 shares — an estimated $2.52M sold.

Newgate Capital Management first reported a position in BTU in Q3 2013 and held it in 2 quarters. The position peaked at $2.66M in Q3 2013. 420 funds tracked by Wall St. Rank hold BTU as of Q1 2014.

  • Newgate Capital Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2014 after selling out during the quarter.
  • Newgate Capital Management sold 8,606 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2014, an estimated $2.52M.
  • Newgate Capital Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q3 2013 and held it in 2 quarters.
  • Newgate Capital Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $2.66M in Q3 2013.
  • 420 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2014.

Based on Newgate Capital Management's 13F filing for Q1 2014, filed 6 May 2014.