IPC
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Independent Portfolio Consultants’s FirstEnergy FE Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-50
Closed -$2K – 922
2015
Q1 		$2K Buy
+50
New +$1.87K ﹤0.01% 859

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Independent Portfolio Consultants's FE Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of FirstEnergy (FE) in Q2 2015, closing a stake of 50 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in FE in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 469 funds tracked by Wall St. Rank hold FE as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining FirstEnergy position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 50 FirstEnergy shares in Q2 2015, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in FirstEnergy in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's FirstEnergy position peaked at $2K in Q1 2015.
  • 469 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.