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Aviance Capital Management’s FirstEnergy FE Stock Holding History

Aviance Capital 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
Q1 		– Sell
-16,874
Closed -$658K – 278
2014
Q4 		$658K Buy
+16,874
New +$619K 0.02% 200
2014
Q1 		– Sell
-22
Closed -$1K – 323
2013
Q4 		$1K Hold
22
– – ﹤0.01% 412
2013
Q3 		$1K Buy
+22
New +$826 ﹤0.01% 430

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aviance Capital Management's FE Position: Q1 2015 in Review

Aviance Capital Management sold out of FirstEnergy (FE) in Q1 2015, closing a stake of 16,874 shares — an estimated $658K sold.

Aviance Capital Management first reported a position in FE in Q3 2013 and held it in 3 quarters. The position peaked at $658K in Q4 2014. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

  • Aviance Capital Management reported no remaining FirstEnergy position as of Q1 2015 after selling out during the quarter.
  • Aviance Capital Management sold 16,874 FirstEnergy shares in Q1 2015, an estimated $658K.
  • Aviance Capital Management first reported a position in FirstEnergy in Q3 2013 and held it in 3 quarters.
  • Aviance Capital Management's FirstEnergy position peaked at $658K in Q4 2014.
  • 468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Aviance Capital Management's 13F filing for Q1 2015, filed 14 May 2015.