SSG
BTU

Summit Securities Group’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Summit Securities Group’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
2015
Q1 		– Sell
-20
Closed -$2K – 741
2014
Q4 		$2K Sell
20
-487
-96% -$72.6K ﹤0.01% 543
2014
Q3 		$94K Buy
507
+400
+374% +$90.9K 0.03% 316
2014
Q2 		$26K Buy
+107
New +$27.8K 0.01% 346

Other funds holding BTU

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's BTU Position: Q1 2015 in Review

Summit Securities Group sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2015, closing a stake of 20 shares — an estimated $2K sold.

Summit Securities Group first reported a position in BTU in Q2 2014 and held it in 3 quarters. The position peaked at $94K in Q3 2014. 304 funds tracked by Wall St. Rank hold BTU as of Q1 2015.

  • Summit Securities Group reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 20 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2015, an estimated $2K.
  • Summit Securities Group first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2014 and held it in 3 quarters.
  • Summit Securities Group's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $94K in Q3 2014.
  • 304 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.