Bell Rock Capital’s FirstEnergy FE Stock Holding History

Bell Rock Capital’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
2017 Q1	–	Sell	-53	Closed	-$2K	–	357
2016 Q4	$2K	Buy	+53	New	+$1.7K	﹤0.01%	335

Other funds holding FE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bell Rock Capital's FE Position: Q1 2017 in Review

Bell Rock Capital sold out of FirstEnergy (FE) in Q1 2017, closing a stake of 53 shares — an estimated $2K sold.

Bell Rock Capital first reported a position in FE in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

Bell Rock Capital reported no remaining FirstEnergy position as of Q1 2017 after selling out during the quarter.
Bell Rock Capital sold 53 FirstEnergy shares in Q1 2017, an estimated $2K.
Bell Rock Capital first reported a position in FirstEnergy in Q4 2016 and held it in 1 quarter.
Bell Rock Capital's FirstEnergy position peaked at $2K in Q4 2016.
536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on Bell Rock Capital's 13F filing for Q1 2017, filed 5 Dec 2018.