Karp Capital Management’s FirstEnergy FE Stock Holding History

Karp Capital 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
2015 Q4	–	Sell	-18	Closed	-$1K	–	159
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	341
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	369
2015 Q1	$1K	Buy	18 +1	+6%	+$37	﹤0.01%	347
2014 Q4	$1K	Buy	+17	New	+$623	﹤0.01%	343

Other funds holding FE

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

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

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

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

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

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

Karp Capital Management's FE Position: Q4 2015 in Review

Karp Capital Management sold out of FirstEnergy (FE) in Q4 2015, closing a stake of 18 shares — an estimated $1K sold.

Karp Capital Management first reported a position in FE in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 498 funds tracked by Wall St. Rank hold FE as of Q4 2015.

Karp Capital Management reported no remaining FirstEnergy position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 18 FirstEnergy shares in Q4 2015, an estimated $1K.
Karp Capital Management first reported a position in FirstEnergy in Q4 2014 and held it in 4 quarters.
Karp Capital Management's FirstEnergy position peaked at $1K in Q3 2015.
498 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.