Benchmark Capital Advisors’s FirstEnergy FE Stock Holding History

Benchmark Capital 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
2015 Q1	–	Sell	-13,350	Closed	-$521K	–	128
2014 Q4	$521K	Buy	13,350 +1,150	+9%	+$42.2K	0.35%	75
2014 Q3	$410K	Buy	+12,200	New	+$403K	0.28%	88

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Benchmark Capital Advisors's FE Position: Q1 2015 in Review

Benchmark Capital Advisors sold out of FirstEnergy (FE) in Q1 2015, closing a stake of 13,350 shares — an estimated $521K sold.

Benchmark Capital Advisors first reported a position in FE in Q3 2014 and held it in 2 quarters. The position peaked at $521K in Q4 2014. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

Benchmark Capital Advisors reported no remaining FirstEnergy position as of Q1 2015 after selling out during the quarter.
Benchmark Capital Advisors sold 13,350 FirstEnergy shares in Q1 2015, an estimated $521K.
Benchmark Capital Advisors first reported a position in FirstEnergy in Q3 2014 and held it in 2 quarters.
Benchmark Capital Advisors's FirstEnergy position peaked at $521K in Q4 2014.
468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Benchmark Capital Advisors's 13F filing for Q1 2015, filed 19 May 2015.