CFS
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Community Financial System’s FirstEnergy FE Stock Holding History

Community Financial System’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
Q1 		– Sell
-4,300
Closed -$142K – 420
2013
Q4 		$142K Hold
4,300
– – 0.03% 187
2013
Q3 		$156K Hold
4,300
– – 0.04% 170
2013
Q2 		$160K Buy
+4,300
New +$181K 0.04% 157

Other funds holding FE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $871B AUM 31.28% 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 $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Community Financial System's FE Position: Q1 2014 in Review

Community Financial System sold out of FirstEnergy (FE) in Q1 2014, closing a stake of 4,300 shares — an estimated $142K sold.

Community Financial System first reported a position in FE in Q2 2013 and held it in 3 quarters. The position peaked at $160K in Q2 2013. 471 funds tracked by Wall St. Rank hold FE as of Q1 2014.

  • Community Financial System reported no remaining FirstEnergy position as of Q1 2014 after selling out during the quarter.
  • Community Financial System sold 4,300 FirstEnergy shares in Q1 2014, an estimated $142K.
  • Community Financial System first reported a position in FirstEnergy in Q2 2013 and held it in 3 quarters.
  • Community Financial System's FirstEnergy position peaked at $160K in Q2 2013.
  • 471 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2014.

Based on Community Financial System's 13F filing for Q1 2014, filed 30 Apr 2014.