Boston Private Bank & Trust’s FirstEnergy FE Stock Holding History

Boston Private Bank & Trust’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	$23K	Hold	663	–	–	﹤0.01%	706
2014 Q4	$26K	Hold	663	–	–	﹤0.01%	707
2014 Q3	$22K	Hold	663	–	–	﹤0.01%	751
2014 Q2	$23K	Sell	663 -500	-43%	-$16.8K	﹤0.01%	717
2014 Q1	$40K	Buy	1,163 +500	+75%	+$15.8K	﹤0.01%	629
2013 Q4	$22K	Sell	663 -1,200	-64%	-$42.3K	﹤0.01%	724
2013 Q3	$68K	Hold	1,863	–	–	﹤0.01%	519
2013 Q2	$70K	Buy	+1,863	New	+$78.4K	﹤0.01%	499

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 $167B AUM 44.17% 1-Year Est. Return

Boston Private Bank & Trust's FE Position: Q1 2015 in Review

Boston Private Bank & Trust held its FirstEnergy (FE) position steady in Q1 2015 at 663 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Boston Private Bank & Trust first reported a position in FE in Q2 2013 and has held it in 8 quarters since. The position peaked at $70K in Q2 2013. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

Boston Private Bank & Trust held 663 shares of FirstEnergy worth $23K as of Q1 2015.
Boston Private Bank & Trust left its FirstEnergy share count unchanged in Q1 2015.
FirstEnergy made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #706 holding.
Boston Private Bank & Trust first reported a position in FirstEnergy in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's FirstEnergy position peaked at $70K in Q2 2013.
468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.