Guardian Investor Services’s FirstEnergy FE Stock Holding History

Guardian Investor Services’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	$102K	Hold	2,911	–	–	0.08%	289
2014 Q4	$113K	Sell	2,911 -67	-2%	-$2.46K	0.09%	269
2014 Q3	$100K	Sell	2,978 -137	-4%	-$4.53K	0.08%	282
2014 Q2	$108K	Sell	3,115 -110	-3%	-$3.7K	0.08%	288
2014 Q1	$110K	Sell	3,225 -126	-4%	-$3.98K	0.09%	285
2013 Q4	$111K	Hold	3,351	–	–	0.08%	286
2013 Q3	$122K	Sell	3,351 -47	-1%	-$1.76K	0.1%	240
2013 Q2	$127K	Buy	+3,398	New	+$143K	0.11%	223

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

Guardian Investor Services's FE Position: Q1 2015 in Review

Guardian Investor Services held its FirstEnergy (FE) position steady in Q1 2015 at 2,911 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #289.

Guardian Investor Services first reported a position in FE in Q2 2013 and has held it in 8 quarters since. The position peaked at $127K in Q2 2013. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

Guardian Investor Services held 2,911 shares of FirstEnergy worth $102K as of Q1 2015.
Guardian Investor Services left its FirstEnergy share count unchanged in Q1 2015.
FirstEnergy made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #289 holding.
Guardian Investor Services first reported a position in FirstEnergy in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's FirstEnergy position peaked at $127K in Q2 2013.
468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.