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RWA Wealth Partners’s Peabody Energy BTU Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-356
Closed -$16K – 296
2018
Q2 		$16K Hold
356
– – ﹤0.01% 559
2018
Q1 		$13K Buy
+356
New +$14.2K ﹤0.01% 440

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 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
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWA Wealth Partners's BTU Position: Q3 2018 in Review

RWA Wealth Partners sold out of Peabody Energy (BTU) in Q3 2018, closing a stake of 356 shares — an estimated $16K sold.

RWA Wealth Partners first reported a position in BTU in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 223 funds tracked by Wall St. Rank hold BTU as of Q3 2018.

  • RWA Wealth Partners reported no remaining Peabody Energy position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 356 Peabody Energy shares in Q3 2018, an estimated $16K.
  • RWA Wealth Partners first reported a position in Peabody Energy in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Peabody Energy position peaked at $16K in Q2 2018.
  • 223 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.