Lupo Securities’s FirstEnergy FE Stock Holding History

Lupo Securities’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	-4,223	Closed	-$148K	–	210
2015 Q1	$148K	Buy	+4,223	New	+$158K	0.23%	75

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lupo Securities's FE Position: Q2 2015 in Review

Lupo Securities sold out of FirstEnergy (FE) in Q2 2015, closing a stake of 4,223 shares — an estimated $148K sold.

Lupo Securities first reported a position in FE in Q1 2015 and held it in 1 quarter. The position peaked at $148K in Q1 2015. 469 funds tracked by Wall St. Rank hold FE as of Q2 2015.

Lupo Securities reported no remaining FirstEnergy position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 4,223 FirstEnergy shares in Q2 2015, an estimated $148K.
Lupo Securities first reported a position in FirstEnergy in Q1 2015 and held it in 1 quarter.
Lupo Securities's FirstEnergy position peaked at $148K in Q1 2015.
469 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.