AIM
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Ada Investment Management’s FirstEnergy FE Stock Holding History

Ada Investment Management’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$313K Buy
9,861
+1,267
+15% +$39.8K 0.21% 183
2015
Q3 		$271K Buy
+8,594
New +$281K 0.14% 299

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ada Investment Management's FE Position: Q4 2015 in Review

Ada Investment Management increased its FirstEnergy (FE) stake by 15% in Q4 2015, buying an estimated $39.8K and bringing the position to 9,861 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #183.

Ada Investment Management first reported a position in FE in Q3 2015 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold FE as of Q4 2015.

  • Ada Investment Management held 9,861 shares of FirstEnergy worth $313K as of Q4 2015.
  • Ada Investment Management bought 1,267 FirstEnergy shares in Q4 2015, an estimated $39.8K.
  • FirstEnergy made up 0.21% of Ada Investment Management's portfolio in Q4 2015, its #183 holding.
  • Ada Investment Management first reported a position in FirstEnergy in Q3 2015 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.