Security National Trust’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Security National Trust’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	-82	Closed	-$15K	–	531
2014 Q3	$15K	Hold	82	–	–	0.01%	376
2014 Q2	$20K	Hold	82	–	–	0.01%	355
2014 Q1	$20K	Sell	82 -66	-45%	-$16.7K	0.01%	358
2013 Q4	$44K	Hold	148	–	–	0.02%	286
2013 Q3	$38K	Sell	148 -14	-9%	-$3.58K	0.02%	287
2013 Q2	$36K	Buy	+162	New	+$46.6K	0.02%	281

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Security National Trust's BTU Position: Q4 2014 in Review

Security National Trust sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 82 shares — an estimated $15K sold.

Security National Trust first reported a position in BTU in Q2 2013 and held it in 6 quarters. The position peaked at $44K in Q4 2013. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

Security National Trust reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 82 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $15K.
Security National Trust first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 6 quarters.
Security National Trust's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $44K in Q4 2013.
356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.