OIA
BTU

Optimum Investment Advisors’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-13
Closed -$3K – 985
2014
Q2 		$3K Hold
13
– – ﹤0.01% 885
2014
Q1 		$3K Hold
13
– – ﹤0.01% 708
2013
Q4 		$4K Buy
+13
New +$3.67K ﹤0.01% 694

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Optimum Investment Advisors's BTU Position: Q3 2014 in Review

Optimum Investment Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q3 2014, closing a stake of 13 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in BTU in Q4 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 384 funds tracked by Wall St. Rank hold BTU as of Q3 2014.

  • Optimum Investment Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 13 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q3 2014, an estimated $3K.
  • Optimum Investment Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $4K in Q4 2013.
  • 384 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.