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Summit Trail Advisors’s Peabody Energy BTU Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-15
Closed -$1K – 598
2017
Q4 		$1K Buy
+15
New +$487 ﹤0.01% 1760

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Trail Advisors's BTU Position: Q1 2018 in Review

Summit Trail Advisors sold out of Peabody Energy (BTU) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in BTU in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 194 funds tracked by Wall St. Rank hold BTU as of Q1 2018.

  • Summit Trail Advisors reported no remaining Peabody Energy position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 15 Peabody Energy shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Peabody Energy in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Peabody Energy position peaked at $1K in Q4 2017.
  • 194 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.