Richard C. Young & Co’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Richard C. Young & Co’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 Q4	–	Sell	-23,326	Closed	-$483K	–	83
2015 Q3	$483K	Sell	23,326 -529	-2%	-$11.9K	0.12%	63
2015 Q2	$784K	Sell	23,855 -464	-2%	-$27.1K	0.18%	62
2015 Q1	$1.79M	Buy	24,319 +13,718	+129%	+$1.38M	0.39%	57
2014 Q4	$1.23M	Buy	10,601 +3,080	+41%	+$459K	0.26%	66
2014 Q3	$1.4M	Sell	7,521 -14,883	-66%	-$3.38M	0.3%	57
2014 Q2	$5.5M	Buy	+22,404	New	+$5.83M	1.11%	40

Other funds holding BTU

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Richard C. Young & Co's BTU Position: Q4 2015 in Review

Richard C. Young & Co sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 23,326 shares — an estimated $483K sold.

Richard C. Young & Co first reported a position in BTU in Q2 2014 and held it in 6 quarters. The position peaked at $5.5M in Q2 2014. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

Richard C. Young & Co reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
Richard C. Young & Co sold 23,326 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $483K.
Richard C. Young & Co first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2014 and held it in 6 quarters.
Richard C. Young & Co's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $5.5M in Q2 2014.
156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on Richard C. Young & Co's 13F filing for Q4 2015, filed 8 Feb 2016.