SCI
BTU

S&CO Inc’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

S&CO Inc’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
-986
Closed -$183K – 147
2014
Q3 		$183K Hold
986
– – 0.03% 137
2014
Q2 		$242K Hold
986
– – 0.03% 130
2014
Q1 		$242K Buy
986
+133
+16% +$33.7K 0.04% 123
2013
Q4 		$250K Buy
853
+67
+9% +$18.9K 0.04% 119
2013
Q3 		$203K Buy
+786
New +$201K 0.04% 124

Other funds holding BTU

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 16.07% 1-Year Est. Return

S&CO Inc's BTU Position: Q4 2014 in Review

S&CO Inc sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 986 shares — an estimated $183K sold.

S&CO Inc first reported a position in BTU in Q3 2013 and held it in 5 quarters. The position peaked at $250K in Q4 2013. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • S&CO Inc reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
  • S&CO Inc sold 986 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $183K.
  • S&CO Inc first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q3 2013 and held it in 5 quarters.
  • S&CO Inc's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $250K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on S&CO Inc's 13F filing for Q4 2014, filed 20 Jan 2015.