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Hudson Edge Investment Partners’s FirstEnergy FE Stock Holding History

Hudson Edge Investment Partners’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
-93,520
Closed -$3.25M – 146
2014
Q2 		$3.25M Buy
93,520
+700
+0.8% +$23.6K 0.12% 94
2014
Q1 		$3.16M Sell
92,820
-650
-0.7% -$20.5K 0.12% 95
2013
Q4 		$3.08M Sell
93,470
-4,370
-4% -$154K 0.12% 96
2013
Q3 		$3.57M Sell
97,840
-2,410
-2% -$90.5K 0.15% 95
2013
Q2 		$3.74M Buy
+100,250
New +$4.22M 0.15% 94

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hudson Edge Investment Partners's FE Position: Q3 2014 in Review

Hudson Edge Investment Partners sold out of FirstEnergy (FE) in Q3 2014, closing a stake of 93,520 shares — an estimated $3.25M sold.

Hudson Edge Investment Partners first reported a position in FE in Q2 2013 and held it in 5 quarters. The position peaked at $3.74M in Q2 2013. 457 funds tracked by Wall St. Rank hold FE as of Q3 2014.

  • Hudson Edge Investment Partners reported no remaining FirstEnergy position as of Q3 2014 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 93,520 FirstEnergy shares in Q3 2014, an estimated $3.25M.
  • Hudson Edge Investment Partners first reported a position in FirstEnergy in Q2 2013 and held it in 5 quarters.
  • Hudson Edge Investment Partners's FirstEnergy position peaked at $3.74M in Q2 2013.
  • 457 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2014.

Based on Hudson Edge Investment Partners's 13F filing for Q3 2014, filed 4 Nov 2014.