UCFA
BTU

United Capital Financial Advisors’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

United Capital Financial 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
2015
Q4 		– Sell
-824
Closed -$17K – 1327
2015
Q3 		$17K Buy
+824
New +$18.6K ﹤0.01% 1233

Other funds holding BTU

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

United Capital Financial Advisors's BTU Position: Q4 2015 in Review

United Capital Financial Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 824 shares — an estimated $17K sold.

United Capital Financial Advisors first reported a position in BTU in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

  • United Capital Financial Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 824 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $17K.
  • United Capital Financial Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $17K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.