OMCS
BTU

Old Mutual Customised Solutions’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Old Mutual Customised Solutions’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
Q1 		– Sell
-746
Closed -$6K – 725
2015
Q4 		$6K Buy
+746
New +$10.8K ﹤0.01% 718
2015
Q3 		– Sell
-747
Closed -$25K – 726
2015
Q2 		$25K Hold
747
– – 0.01% 718
2015
Q1 		$55K Hold
747
– – 0.01% 693
2014
Q4 		$87K Hold
747
– – 0.02% 615
2014
Q3 		$139K Hold
747
– – 0.04% 473
2014
Q2 		$183K Sell
747
-66
-8% -$17.2K 0.04% 461
2014
Q1 		$199K Hold
813
– – 0.05% 408
2013
Q4 		$238K Hold
813
– – 0.06% 344
2013
Q3 		$210K Buy
813
+606
+293% +$155K 0.06% 356
2013
Q2 		$45K Buy
+207
New +$59.5K 0.01% 743

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KGI
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State Street
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BIT
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return