LCM
FE icon

LVM Capital Management’s FirstEnergy FE Stock Holding History

LVM 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
2013
Q4 		– Sell
-17,525
Closed -$639K – 117
2013
Q3 		$639K Sell
17,525
-650
-4% -$24.4K 0.24% 54
2013
Q2 		$679K Buy
+18,175
New +$764K 0.27% 50

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVM Capital Management's FE Position: Q4 2013 in Review

LVM Capital Management sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 17,525 shares — an estimated $639K sold.

LVM Capital Management first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $679K in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

  • LVM Capital Management reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
  • LVM Capital Management sold 17,525 FirstEnergy shares in Q4 2013, an estimated $639K.
  • LVM Capital Management first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
  • LVM Capital Management's FirstEnergy position peaked at $679K in Q2 2013.
  • 501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on LVM Capital Management's 13F filing for Q4 2013, filed 21 Jan 2014.