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Carderock Capital Management’s FirstEnergy FE Stock Holding History

Carderock Capital Management’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
Q2 		– Sell
-200
Closed -$7K – 131
2014
Q1 		$7K Buy
+200
New +$6.32K ﹤0.01% 226

Other funds holding FE

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carderock Capital Management's FE Position: Q2 2014 in Review

Carderock Capital Management sold out of FirstEnergy (FE) in Q2 2014, closing a stake of 200 shares — an estimated $7K sold.

Carderock Capital Management first reported a position in FE in Q1 2014 and held it in 1 quarter. The position peaked at $7K in Q1 2014. 478 funds tracked by Wall St. Rank hold FE as of Q2 2014.

  • Carderock Capital Management reported no remaining FirstEnergy position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 200 FirstEnergy shares in Q2 2014, an estimated $7K.
  • Carderock Capital Management first reported a position in FirstEnergy in Q1 2014 and held it in 1 quarter.
  • Carderock Capital Management's FirstEnergy position peaked at $7K in Q1 2014.
  • 478 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.