Gupta Wealth Management’s FirstEnergy FE Stock Holding History

Gupta 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
2016 Q1	–	Sell	-81	Closed	-$3K	–	1191
2015 Q4	$3K	Buy	+81	New	+$2.54K	﹤0.01%	1079

Other funds holding FE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BFA

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gupta Wealth Management's FE Position: Q1 2016 in Review

Gupta Wealth Management sold out of FirstEnergy (FE) in Q1 2016, closing a stake of 81 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in FE in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 532 funds tracked by Wall St. Rank hold FE as of Q1 2016.

Gupta Wealth Management reported no remaining FirstEnergy position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 81 FirstEnergy shares in Q1 2016, an estimated $3K.
Gupta Wealth Management first reported a position in FirstEnergy in Q4 2015 and held it in 1 quarter.
Gupta Wealth Management's FirstEnergy position peaked at $3K in Q4 2015.
532 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.