Aris Wealth Services’s FirstEnergy FE Stock Holding History

Aris Wealth Services’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 Q3	–	Sell	-334	Closed	-$11K	–	424
2015 Q2	$11K	Buy	+334	New	+$11.7K	0.01%	360

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's FE Position: Q3 2015 in Review

Aris Wealth Services sold out of FirstEnergy (FE) in Q3 2015, closing a stake of 334 shares — an estimated $11K sold.

Aris Wealth Services first reported a position in FE in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 470 funds tracked by Wall St. Rank hold FE as of Q3 2015.

Aris Wealth Services reported no remaining FirstEnergy position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 334 FirstEnergy shares in Q3 2015, an estimated $11K.
Aris Wealth Services first reported a position in FirstEnergy in Q2 2015 and held it in 1 quarter.
Aris Wealth Services's FirstEnergy position peaked at $11K in Q2 2015.
470 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.