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Pacific Heights Asset Management’s Peabody Energy BTU Stock Holding History

Pacific Heights Asset 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
2017
Q4 		– Sell
-12,066
Closed -$350K – 75
2017
Q3 		$350K Hold
12,066
– – 0.03% 77
2017
Q2 		$295K Buy
+12,066
New +$298K 0.03% 77

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Heights Asset Management's BTU Position: Q4 2017 in Review

Pacific Heights Asset Management sold out of Peabody Energy (BTU) in Q4 2017, closing a stake of 12,066 shares — an estimated $350K sold.

Pacific Heights Asset Management first reported a position in BTU in Q2 2017 and held it in 2 quarters. The position peaked at $350K in Q3 2017. 181 funds tracked by Wall St. Rank hold BTU as of Q4 2017.

  • Pacific Heights Asset Management reported no remaining Peabody Energy position as of Q4 2017 after selling out during the quarter.
  • Pacific Heights Asset Management sold 12,066 Peabody Energy shares in Q4 2017, an estimated $350K.
  • Pacific Heights Asset Management first reported a position in Peabody Energy in Q2 2017 and held it in 2 quarters.
  • Pacific Heights Asset Management's Peabody Energy position peaked at $350K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2017.

Based on Pacific Heights Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.