EWM
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Elite Wealth Management’s FirstEnergy FE Stock Holding History

Elite 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
Q4 		– Sell
-149
Closed -$5K – 184
2014
Q3 		$5K Hold
149
– – ﹤0.01% 355
2014
Q2 		$5K Hold
149
– – 0.01% 298
2014
Q1 		$5K Hold
149
– – ﹤0.01% 276
2013
Q4 		$5K Buy
+149
New +$5.25K ﹤0.01% 458

Other funds holding FE

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $408B AUM 30.18% 1-Year Est. Return