BKBG
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BHF Kleinwort Benson Group’s FirstEnergy FE Stock Holding History

BHF Kleinwort Benson Group’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
2014
Q4 		– Sell
-6,300
Closed -$169K – 477
2014
Q3 		$169K Sell
6,300
-16,400
-72% -$542K 0.01% 401
2014
Q2 		$565K Sell
22,700
-1,600
-7% -$53.8K 0.02% 294
2014
Q1 		$602K Buy
+24,300
New +$768K 0.02% 300

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BHF Kleinwort Benson Group's FE Position: Q4 2014 in Review

BHF Kleinwort Benson Group sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 6,300 shares — an estimated $169K sold.

BHF Kleinwort Benson Group first reported a position in FE in Q1 2014 and held it in 3 quarters. The position peaked at $602K in Q1 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

  • BHF Kleinwort Benson Group reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 6,300 FirstEnergy shares in Q4 2014, an estimated $169K.
  • BHF Kleinwort Benson Group first reported a position in FirstEnergy in Q1 2014 and held it in 3 quarters.
  • BHF Kleinwort Benson Group's FirstEnergy position peaked at $602K in Q1 2014.
  • 477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2014, filed 17 Feb 2015.