Ground Swell Capital’s FirstEnergy FE Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-468	Closed	-$16K	–	2500
2014 Q2	$16K	Buy	+468	New	+$15.8K	0.03%	505

Other funds holding FE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Goldman Sachs New York $1.15T AUM 47.82% 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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Ground Swell Capital's FE Position: Q3 2014 in Review

Ground Swell Capital sold out of FirstEnergy (FE) in Q3 2014, closing a stake of 468 shares — an estimated $16K sold.

Ground Swell Capital first reported a position in FE in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 457 funds tracked by Wall St. Rank hold FE as of Q3 2014.

Ground Swell Capital reported no remaining FirstEnergy position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 468 FirstEnergy shares in Q3 2014, an estimated $16K.
Ground Swell Capital first reported a position in FirstEnergy in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's FirstEnergy position peaked at $16K in Q2 2014.
457 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.