WIL
BTU

Winifred I. Li’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History

Winifred I. Li’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 		$1K Sell
8
-1
-11% -$149 ﹤0.01% 525
2014
Q3 		$2K Buy
9
+1
+13% +$227 ﹤0.01% 406
2014
Q2 		$2K Hold
8
– – ﹤0.01% 375
2014
Q1 		$2K Hold
8
– – ﹤0.01% 381
2013
Q4 		$2K Buy
+8
New +$2.26K ﹤0.01% 373

Other funds holding BTU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Winifred I. Li's BTU Position: Q4 2014 in Review

Winifred I. Li reduced its PEABODY ENERGY CORP COM STK NEW (DE) (BTU) stake by 11% in Q4 2014, selling an estimated $149 and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Winifred I. Li first reported a position in BTU in Q4 2013 and has held it in 5 quarters since. The position peaked at $2K in Q3 2014. 356 funds tracked by Wall St. Rank hold BTU as of Q4 2014.

  • Winifred I. Li held 8 shares of PEABODY ENERGY CORP COM STK NEW (DE) worth $1K as of Q4 2014.
  • Winifred I. Li sold 1 PEABODY ENERGY CORP COM STK NEW (DE) share in Q4 2014, an estimated $149.
  • PEABODY ENERGY CORP COM STK NEW (DE) made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #525 holding.
  • Winifred I. Li first reported a position in PEABODY ENERGY CORP COM STK NEW (DE) in Q4 2013 and has held it in 5 quarters since.
  • Winifred I. Li's PEABODY ENERGY CORP COM STK NEW (DE) position peaked at $2K in Q3 2014.
  • 356 funds tracked by Wall St. Rank held PEABODY ENERGY CORP COM STK NEW (DE) as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.