Apriem Advisors’s FirstEnergy FE Stock Holding History

Apriem Advisors’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
2014 Q4	–	Sell	-26	Closed	-$1K	–	527
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	499
2014 Q2	$1K	Buy	+26	New	+$875	﹤0.01%	457

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

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

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Apriem Advisors's FE Position: Q4 2014 in Review

Apriem Advisors sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 26 shares — an estimated $1K sold.

Apriem Advisors first reported a position in FE in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

Apriem Advisors reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
Apriem Advisors sold 26 FirstEnergy shares in Q4 2014, an estimated $1K.
Apriem Advisors first reported a position in FirstEnergy in Q2 2014 and held it in 2 quarters.
Apriem Advisors's FirstEnergy position peaked at $1K in Q3 2014.
477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.