OI
BTU

Oakbrook Investments’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Oakbrook Investments’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
Q2 		– Sell
-3,007
Closed -$737K – 666
2014
Q1 		$737K Sell
3,007
-506
-14% -$128K 0.02% 368
2013
Q4 		$1.03M Sell
3,513
-3,877
-52% -$1.09M 0.03% 341
2013
Q3 		$1.91M Sell
7,390
-647
-8% -$165K 0.06% 280
2013
Q2 		$1.76M Buy
+8,037
New +$2.31M 0.05% 301

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oakbrook Investments's BTU Position: Q2 2014 in Review

Oakbrook Investments sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2014, closing a stake of 3,007 shares — an estimated $737K sold.

Oakbrook Investments first reported a position in BTU in Q2 2013 and held it in 4 quarters. The position peaked at $1.91M in Q3 2013. 416 funds tracked by Wall St. Rank hold BTU as of Q2 2014.

  • Oakbrook Investments reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2014 after selling out during the quarter.
  • Oakbrook Investments sold 3,007 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2014, an estimated $737K.
  • Oakbrook Investments first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 4 quarters.
  • Oakbrook Investments's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $1.91M in Q3 2013.
  • 416 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2014.

Based on Oakbrook Investments's 13F filing for Q2 2014, filed 17 Jul 2014.