Coastline Trust’s FirstEnergy FE Stock Holding History

Coastline 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
2013 Q4	–	Sell	-15,230	Closed	-$555K	–	208
2013 Q3	$555K	Hold	15,230	–	–	0.16%	153
2013 Q2	$569K	Buy	+15,230	New	+$641K	0.18%	147

Other funds holding FE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coastline Trust's FE Position: Q4 2013 in Review

Coastline Trust sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 15,230 shares — an estimated $555K sold.

Coastline Trust first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $569K in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

Coastline Trust reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
Coastline Trust sold 15,230 FirstEnergy shares in Q4 2013, an estimated $555K.
Coastline Trust first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
Coastline Trust's FirstEnergy position peaked at $569K in Q2 2013.
501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on Coastline Trust's 13F filing for Q4 2013, filed 14 Feb 2014.