Klingman & Associates’s FirstEnergy FE Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-333	Closed	-$11K	–	175
2016 Q3	$11K	Hold	333	–	–	﹤0.01%	289
2016 Q2	$12K	Hold	333	–	–	﹤0.01%	293
2016 Q1	$12K	Hold	333	–	–	﹤0.01%	290
2015 Q4	$11K	Hold	333	–	–	﹤0.01%	298
2015 Q3	$10K	Hold	333	–	–	﹤0.01%	303
2015 Q2	$11K	Hold	333	–	–	﹤0.01%	301
2015 Q1	$12K	Hold	333	–	–	﹤0.01%	266
2014 Q4	$12K	Buy	+333	New	+$12.2K	0.01%	276

Other funds holding FE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Klingman & Associates's FE Position: Q4 2016 in Review

Klingman & Associates sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 333 shares — an estimated $11K sold.

Klingman & Associates first reported a position in FE in Q4 2014 and held it in 8 quarters. The position peaked at $12K in Q2 2016. 547 funds tracked by Wall St. Rank hold FE as of Q4 2016.

Klingman & Associates reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 333 FirstEnergy shares in Q4 2016, an estimated $11K.
Klingman & Associates first reported a position in FirstEnergy in Q4 2014 and held it in 8 quarters.
Klingman & Associates's FirstEnergy position peaked at $12K in Q2 2016.
547 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.