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Sterneck Capital Management’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Sterneck Capital Management’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
2013
Q4 		– Sell
-1,153
Closed -$298K – 159
2013
Q3 		$298K Hold
1,153
– – 0.19% 119
2013
Q2 		$253K Buy
+1,153
New +$331K 0.16% 129

Other funds holding BTU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Sterneck Capital Management's BTU Position: Q4 2013 in Review

Sterneck Capital Management sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2013, closing a stake of 1,153 shares — an estimated $298K sold.

Sterneck Capital Management first reported a position in BTU in Q2 2013 and held it in 2 quarters. The position peaked at $298K in Q3 2013. 436 funds tracked by Wall St. Rank hold BTU as of Q4 2013.

  • Sterneck Capital Management reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2013 after selling out during the quarter.
  • Sterneck Capital Management sold 1,153 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2013, an estimated $298K.
  • Sterneck Capital Management first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • Sterneck Capital Management's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $298K in Q3 2013.
  • 436 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2013.

Based on Sterneck Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.