Holt-Smith Advisors’s FirstEnergy FE Stock Holding History

Holt-Smith Advisors’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
2013 Q2	$575K	Buy	+15,387	New	+$647K	0.81%	40

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Holt-Smith Advisors's FE Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in FirstEnergy (FE) in Q2 2013: 15,387 shares worth $575K. The stake represents 0.81% of the portfolio and ranks #40 among its holdings.

473 funds tracked by Wall St. Rank hold FE as of Q2 2013.

Holt-Smith Advisors held 15,387 shares of FirstEnergy worth $575K as of Q2 2013.
FirstEnergy was a new Holt-Smith Advisors position in Q2 2013.
FirstEnergy made up 0.81% of Holt-Smith Advisors's portfolio in Q2 2013, its #40 holding.
473 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.