VSR Financial Services’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

VSR Financial Services’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 Q4	–	Sell	-4,935	Closed	-$916K	–	637
2014 Q3	$916K	Buy	4,935 +689	+16%	+$157K	0.11%	208
2014 Q2	$1.04M	Buy	4,246 +367	+9%	+$95.5K	0.13%	183
2014 Q1	$951K	Buy	3,879 +1,483	+62%	+$376K	0.13%	195
2013 Q4	$702K	Buy	2,396 +236	+11%	+$66.6K	0.11%	229
2013 Q3	$559K	Buy	2,160 +491	+29%	+$126K	0.1%	244
2013 Q2	$367K	Buy	+1,669	New	+$480K	0.07%	325

Other funds holding BTU

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAM

Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VSR Financial Services's BTU Position: Q4 2014 in Review

VSR Financial Services sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 4,935 shares — an estimated $916K sold.

VSR Financial Services first reported a position in BTU in Q2 2013 and held it in 6 quarters. The position peaked at $1.04M in Q2 2014. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

VSR Financial Services reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
VSR Financial Services sold 4,935 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $916K.
VSR Financial Services first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q2 2013 and held it in 6 quarters.
VSR Financial Services's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $1.04M in Q2 2014.
356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on VSR Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.