PMFA
BTU

Plante Moran Financial Advisors’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Plante Moran Financial 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
2015
Q1 		– Sell
-67
Closed -$8K – 842
2014
Q4 		$8K Buy
+67
New +$9.99K 0.01% 595
2013
Q3 		– Sell
-43
Closed -$9K – 690
2013
Q2 		$9K Buy
+43
New +$12.4K 0.01% 372

Other funds holding BTU

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 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 $846B AUM 46.74% 1-Year Est. Return

Plante Moran Financial Advisors's BTU Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2015, closing a stake of 67 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in BTU in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 304 funds tracked by Wall St. Rank hold BTU as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 67 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2015, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • Plante Moran Financial Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $9K in Q2 2013.
  • 304 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.