WA
BTU

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

Waverly 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
2014
Q4 		– Sell
-10
Closed -$2K – 756
2014
Q3 		$2K Hold
10
– – ﹤0.01% 740
2014
Q2 		$2K Sell
10
-1
-9% -$260 ﹤0.01% 704
2014
Q1 		$3K Sell
11
-51
-82% -$12.9K ﹤0.01% 643
2013
Q4 		$18K Buy
62
+9
+17% +$2.54K 0.01% 477
2013
Q3 		$14K Buy
+53
New +$13.6K 0.01% 410

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital World Investors
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

Waverly Advisors's BTU Position: Q4 2014 in Review

Waverly Advisors sold out of PEABODY ENERGY CORP COM STK NEW (DE) (BTU) in Q4 2014, closing a stake of 10 shares — an estimated $2K sold.

Waverly Advisors first reported a position in BTU in Q3 2013 and held it in 5 quarters. The position peaked at $18K in Q4 2013. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • Waverly Advisors reported no remaining PEABODY ENERGY CORP COM STK NEW (DE) position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 10 PEABODY ENERGY CORP COM STK NEW (DE) shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $18K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.