Gamble Jones Investment Counsel’s FirstEnergy FE Stock Holding History

Gamble Jones Investment Counsel’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
2015 Q1	–	Sell	-9,410	Closed	-$367K	–	226
2014 Q4	$367K	Hold	9,410	–	–	0.04%	183
2014 Q3	$316K	Hold	9,410	–	–	0.03%	189
2014 Q2	$327K	Hold	9,410	–	–	0.04%	188
2014 Q1	$320K	Sell	9,410 -1,000	-10%	-$31.6K	0.04%	184
2013 Q4	$343K	Sell	10,410 -1,295	-11%	-$45.6K	0.04%	181
2013 Q3	$427K	Sell	11,705 -550	-4%	-$20.7K	0.05%	169
2013 Q2	$458K	Buy	+12,255	New	+$515K	0.06%	163

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Gamble Jones Investment Counsel's FE Position: Q1 2015 in Review

Gamble Jones Investment Counsel sold out of FirstEnergy (FE) in Q1 2015, closing a stake of 9,410 shares — an estimated $367K sold.

Gamble Jones Investment Counsel first reported a position in FE in Q2 2013 and held it in 7 quarters. The position peaked at $458K in Q2 2013. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

Gamble Jones Investment Counsel reported no remaining FirstEnergy position as of Q1 2015 after selling out during the quarter.
Gamble Jones Investment Counsel sold 9,410 FirstEnergy shares in Q1 2015, an estimated $367K.
Gamble Jones Investment Counsel first reported a position in FirstEnergy in Q2 2013 and held it in 7 quarters.
Gamble Jones Investment Counsel's FirstEnergy position peaked at $458K in Q2 2013.
468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Gamble Jones Investment Counsel's 13F filing for Q1 2015, filed 4 May 2015.