EWM
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Edge Wealth Management’s FirstEnergy FE Stock Holding History

Edge Wealth 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
Q1 		– Sell
-5,500
Closed -$181K – 417
2013
Q4 		$181K Buy
+5,500
New +$194K 0.08% 94

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

Edge Wealth Management's FE Position: Q1 2014 in Review

Edge Wealth Management sold out of FirstEnergy (FE) in Q1 2014, closing a stake of 5,500 shares — an estimated $181K sold.

Edge Wealth Management first reported a position in FE in Q4 2013 and held it in 1 quarter. The position peaked at $181K in Q4 2013. 471 funds tracked by Wall St. Rank hold FE as of Q1 2014.

  • Edge Wealth Management reported no remaining FirstEnergy position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 5,500 FirstEnergy shares in Q1 2014, an estimated $181K.
  • Edge Wealth Management first reported a position in FirstEnergy in Q4 2013 and held it in 1 quarter.
  • Edge Wealth Management's FirstEnergy position peaked at $181K in Q4 2013.
  • 471 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.