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Reilly Financial Advisors’s Peabody Energy BTU Stock Holding History

Reilly 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
2018
Q1 		– Sell
-26
Closed -$1K – 974
2017
Q4 		$1K Hold
26
– – ﹤0.01% 913
2017
Q3 		$1K Hold
26
– – ﹤0.01% 936
2017
Q2 		$1K Buy
+26
New +$643 ﹤0.01% 899

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Reilly Financial Advisors's BTU Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Peabody Energy (BTU) in Q1 2018, closing a stake of 26 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in BTU in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 194 funds tracked by Wall St. Rank hold BTU as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Peabody Energy position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 26 Peabody Energy shares in Q1 2018, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Peabody Energy in Q2 2017 and held it in 3 quarters.
  • Reilly Financial Advisors's Peabody Energy position peaked at $1K in Q4 2017.
  • 194 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.