PIA
BTU

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

Phoenix Investment Adviser’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
2015
Q1 		– Sell
-4,267
Closed -$495K – 52
2014
Q4 		$495K Buy
+4,267
New +$636K 0.45% 35
2014
Q2 		– Sell
-5,440
Closed -$1.33M – 50
2014
Q1 		$1.33M Buy
5,440
+4,000
+278% +$1.01M 1.13% 16
2013
Q4 		$422K Buy
+1,440
New +$406K 0.36% 38

Other funds holding BTU

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Investment Adviser's BTU Position: Q1 2015 in Review

Phoenix Investment Adviser sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2015, closing a stake of 4,267 shares — an estimated $495K sold.

Phoenix Investment Adviser first reported a position in BTU in Q4 2013 and held it in 3 quarters. The position peaked at $1.33M in Q1 2014. 304 funds tracked by Wall St. Rank hold BTU as of Q1 2015.

  • Phoenix Investment Adviser reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2015 after selling out during the quarter.
  • Phoenix Investment Adviser sold 4,267 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2015, an estimated $495K.
  • Phoenix Investment Adviser first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2013 and held it in 3 quarters.
  • Phoenix Investment Adviser's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $1.33M in Q1 2014.
  • 304 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2015.

Based on Phoenix Investment Adviser's 13F filing for Q1 2015, filed 13 May 2015.