V
BTU

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

Veritable’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
-800
Closed -$17K – 775
2015
Q3 		$17K Sell
800
-383
-32% -$8.65K ﹤0.01% 713
2015
Q2 		$39K Sell
1,183
-11
-0.9% -$644 ﹤0.01% 739
2015
Q1 		$88K Sell
1,194
-95
-7% -$9.59K ﹤0.01% 914
2014
Q4 		$150K Buy
1,289
+107
+9% +$16K ﹤0.01% 908
2014
Q3 		$220K Buy
1,182
+492
+71% +$112K ﹤0.01% 881
2014
Q2 		$169K Buy
+690
New +$179K ﹤0.01% 910
2013
Q3 		– Sell
-1,488
Closed -$327K – 1001
2013
Q2 		$327K Buy
+1,488
New +$428K 0.01% 702

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 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $2.9T AUM 29.55% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Veritable's BTU Position: Q4 2015 in Review

Veritable sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2015, closing a stake of 800 shares — an estimated $17K sold.

Veritable first reported a position in BTU in Q2 2013 and held it in 7 quarters. The position peaked at $327K in Q2 2013. 156 funds tracked by Wall St. Rank hold BTU as of Q4 2015.

  • Veritable reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2015 after selling out during the quarter.
  • Veritable sold 800 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2015, an estimated $17K.
  • Veritable first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 7 quarters.
  • Veritable's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $327K in Q2 2013.
  • 156 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2015.

Based on Veritable's 13F filing for Q4 2015, filed 10 Feb 2016.