T
BTU

TOBAM’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

TOBAM’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
2014
Q2 		– Sell
-21,969
Closed -$5.38M – 132
2014
Q1 		$5.38M Buy
21,969
+775
+4% +$196K 0.27% 63
2013
Q4 		$6.21M Sell
21,194
-41,267
-66% -$11.6M 0.32% 62
2013
Q3 		$16.2M Buy
62,461
+48,567
+350% +$12.4M 0.9% 41
2013
Q2 		$3.05M Buy
+13,894
New +$3.99M 0.2% 65

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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TOBAM's BTU Position: Q2 2014 in Review

TOBAM sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q2 2014, closing a stake of 21,969 shares — an estimated $5.38M sold.

TOBAM first reported a position in BTU in Q2 2013 and held it in 4 quarters. The position peaked at $16.2M in Q3 2013. 416 funds tracked by Wall St. Rank hold BTU as of Q2 2014.

  • TOBAM reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q2 2014 after selling out during the quarter.
  • TOBAM sold 21,969 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q2 2014, an estimated $5.38M.
  • TOBAM first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 4 quarters.
  • TOBAM's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $16.2M in Q3 2013.
  • 416 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q2 2014.

Based on TOBAM's 13F filing for Q2 2014, filed 12 Aug 2014.