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Indiana Trust & Investment Management’s FirstEnergy FE Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-130
Closed -$4K – 160
2013
Q4 		$4K Sell
130
-520
-80% -$18.3K ﹤0.01% 278
2013
Q3 		$24K Buy
+650
New +$24.4K 0.01% 215

Other funds holding FE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $871B AUM 31.28% 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 $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Indiana Trust & Investment Management's FE Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of FirstEnergy (FE) in Q1 2014, closing a stake of 130 shares — an estimated $4K sold.

Indiana Trust & Investment Management first reported a position in FE in Q3 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 471 funds tracked by Wall St. Rank hold FE as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining FirstEnergy position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 130 FirstEnergy shares in Q1 2014, an estimated $4K.
  • Indiana Trust & Investment Management first reported a position in FirstEnergy in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's FirstEnergy position peaked at $24K in Q3 2013.
  • 471 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.