SKK
BTU

Shepherd Kaplan Krochuk’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-22,697
Closed -$174K – 422
2015
Q4 		$174K Sell
22,697
-6,428
-22% -$92.6K 0.05% 301
2015
Q3 		$603K Sell
29,125
-2,039
-7% -$46K 0.16% 95
2015
Q2 		$1.02M Sell
31,164
-2,388
-7% -$140K 0.2% 88
2015
Q1 		$2.48M Sell
33,552
-387
-1% -$39.1K 0.45% 34
2014
Q4 		$3.94M Sell
33,939
-5,029
-13% -$750K 0.66% 27
2014
Q3 		$7.24M Sell
38,968
-134
-0.3% -$30.4K 0.96% 22
2014
Q2 		$9.59M Buy
39,102
+133
+0.3% +$34.6K 1.04% 21
2014
Q1 		$9.55M Buy
38,969
+972
+3% +$246K 1.13% 20
2013
Q4 		$11.1M Buy
37,997
+3,178
+9% +$896K 1.41% 16
2013
Q3 		$9.01M Buy
34,819
+3,291
+10% +$841K 1.5% 12
2013
Q2 		$6.92M Buy
+31,528
New +$9.06M 1.41% 12

Other funds holding BTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return