Ray Dalio
BTU

Ray Dalio’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Ray Dalio’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
Q4 		– Sell
-3,467
Closed -$644K – 445
2014
Q3 		$644K Buy
3,467
+227
+7% +$51.6K 0.01% 261
2014
Q2 		$795K Sell
3,240
-60
-2% -$15.6K 0.01% 239
2014
Q1 		$809K Hold
3,300
– – 0.01% 253
2013
Q4 		$967K Buy
3,300
+1,193
+57% +$336K 0.01% 216
2013
Q3 		$545K Sell
2,107
-306
-13% -$78.2K ﹤0.01% 287
2013
Q2 		$530K Buy
+2,413
New +$694K ﹤0.01% 245

Other funds holding BTU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ray Dalio's BTU Position: Q4 2014 in Review

Ray Dalio sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 3,467 shares — an estimated $644K sold.

Ray Dalio first reported a position in BTU in Q2 2013 and held it in 6 quarters. The position peaked at $967K in Q4 2013. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • Ray Dalio reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
  • Ray Dalio sold 3,467 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $644K.
  • Ray Dalio first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 6 quarters.
  • Ray Dalio's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $967K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Bridgewater Associates's 13F filing for Q4 2014, filed 11 Feb 2015.