MTB
FE icon

Mizuho Trust & Banking’s FirstEnergy FE Stock Holding History

Mizuho Trust & Banking’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
-676,165
Closed -$22.4M – 258
2016
Q3 		$22.4M Sell
676,165
-10,229
-1% -$348K 0.07% 320
2016
Q2 		$24M Buy
686,394
+27,129
+4% +$919K 0.07% 291
2016
Q1 		$23.7M Buy
659,265
+17,673
+3% +$594K 0.08% 284
2015
Q4 		$20.7M Buy
641,592
+4,681
+0.7% +$147K 0.07% 303
2015
Q3 		$19.9M Buy
636,911
+18,260
+3% +$597K 0.07% 305
2015
Q2 		$20.1M Buy
618,651
+27,636
+5% +$967K 0.07% 316
2015
Q1 		$20.7M Buy
591,015
+32,589
+6% +$1.22M 0.07% 309
2014
Q4 		$21.8M Buy
558,426
+22,298
+4% +$818K 0.08% 283
2014
Q3 		$18.1M Sell
536,128
-22,068
-4% -$730K 0.07% 313
2014
Q2 		$19.4M Sell
558,196
-44,474
-7% -$1.5M 0.07% 316
2014
Q1 		$20.5M Sell
602,670
-5,911
-1% -$187K 0.08% 298
2013
Q4 		$19.6M Sell
608,581
-5,075
-0.8% -$179K 0.07% 303
2013
Q3 		$22.9M Hold
613,656
– – 0.1% 249
2013
Q2 		$22.9M Buy
+613,656
New +$25.8M 0.1% 247

Other funds holding FE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return