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Baird’s FirstEnergy FE Stock Holding History

Baird’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 		$25.1M Sell
716,919
-72,011
-9% -$2.69M 0.26% 117
2014
Q4 		$30.8M Buy
788,930
+780,442
+9,195% +$28.6M 0.33% 103
2014
Q3 		$285K Buy
+8,488
New +$281K ﹤0.01% 987
2014
Q2 		– Sell
-6,315
Closed -$215K – 1170
2014
Q1 		$215K Sell
6,315
-65,565
-91% -$2.07M ﹤0.01% 1052
2013
Q4 		$2.37M Sell
71,880
-36,765
-34% -$1.3M 0.04% 420
2013
Q3 		$3.96M Buy
108,645
+72,402
+200% +$2.72M 0.07% 303
2013
Q2 		$1.35M Buy
+36,243
New +$1.52M 0.03% 497

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Baird's FE Position: Q1 2015 in Review

Baird reduced its FirstEnergy (FE) stake by 9.1% in Q1 2015, selling an estimated $2.69M and leaving 716,919 shares worth $25.1M. The position accounts for 0.26% of the portfolio, ranked #117.

Baird first reported a position in FE in Q2 2013 and has held it in 7 quarters since. The position peaked at $30.8M in Q4 2014. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

  • Baird held 716,919 shares of FirstEnergy worth $25.1M as of Q1 2015.
  • Baird sold 72,011 FirstEnergy shares in Q1 2015, an estimated $2.69M.
  • FirstEnergy made up 0.26% of Baird's portfolio in Q1 2015, its #117 holding.
  • Baird first reported a position in FirstEnergy in Q2 2013 and has held it in 7 quarters since.
  • Baird's FirstEnergy position peaked at $30.8M in Q4 2014.
  • 468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.