KFS
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KMS Financial Services’s FirstEnergy FE Stock Holding History

KMS Financial Services’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 		$480K Buy
14,297
+513
+4% +$17K 0.07% 276
2014
Q2 		$479K Buy
+13,784
New +$464K 0.07% 284

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
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 $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KMS Financial Services's FE Position: Q3 2014 in Review

KMS Financial Services increased its FirstEnergy (FE) stake by 3.7% in Q3 2014, buying an estimated $17K and bringing the position to 14,297 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #276.

KMS Financial Services first reported a position in FE in Q2 2014 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold FE as of Q3 2014.

  • KMS Financial Services held 14,297 shares of FirstEnergy worth $480K as of Q3 2014.
  • KMS Financial Services bought 513 FirstEnergy shares in Q3 2014, an estimated $17K.
  • FirstEnergy made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #276 holding.
  • KMS Financial Services first reported a position in FirstEnergy in Q2 2014 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.