TFO
BTU

Tarbox Family Office’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Tarbox Family Office’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
-2
Closed – – 637
2015
Q4 		$0 Sell
2
-1
-33% -$14 ﹤0.01% 608
2015
Q3 		$0 Hold
3
– – ﹤0.01% 625
2015
Q2 		$0 Hold
3
– – ﹤0.01% 591
2015
Q1 		$0 Hold
3
– – ﹤0.01% 596
2014
Q4 		$0 Hold
3
– – ﹤0.01% 602
2014
Q3 		$0 Buy
+3
New +$682 ﹤0.01% 591
2014
Q1 		– Sell
-37
Closed -$11K – 604
2013
Q4 		$11K Buy
+37
New +$10.4K 0.01% 273

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

Tarbox Family Office's BTU Position: Q1 2016 in Review

Tarbox Family Office sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q1 2016, closing a stake of 2 shares.

Tarbox Family Office first reported a position in BTU in Q4 2013 and held it in 7 quarters. The position peaked at $11K in Q4 2013. 127 funds tracked by Wall St. Rank hold BTU as of Q1 2016.

  • Tarbox Family Office reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q1 2016 after selling out during the quarter.
  • Tarbox Family Office sold 2 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q1 2016.
  • Tarbox Family Office first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2013 and held it in 7 quarters.
  • Tarbox Family Office's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $11K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q1 2016.

Based on Tarbox Family Office's 13F filing for Q1 2016, filed 27 Apr 2016.