BFS
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Bradley Foster & Sargent’s FirstEnergy FE Stock Holding History

Bradley Foster & Sargent’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
-6,742
Closed -$263K – 361
2014
Q4 		$263K Buy
+6,742
New +$247K 0.01% 305

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bradley Foster & Sargent's FE Position: Q1 2015 in Review

Bradley Foster & Sargent sold out of FirstEnergy (FE) in Q1 2015, closing a stake of 6,742 shares — an estimated $263K sold.

Bradley Foster & Sargent first reported a position in FE in Q4 2014 and held it in 1 quarter. The position peaked at $263K in Q4 2014. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

  • Bradley Foster & Sargent reported no remaining FirstEnergy position as of Q1 2015 after selling out during the quarter.
  • Bradley Foster & Sargent sold 6,742 FirstEnergy shares in Q1 2015, an estimated $263K.
  • Bradley Foster & Sargent first reported a position in FirstEnergy in Q4 2014 and held it in 1 quarter.
  • Bradley Foster & Sargent's FirstEnergy position peaked at $263K in Q4 2014.
  • 468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Bradley Foster & Sargent's 13F filing for Q1 2015, filed 11 May 2015.