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Narwhal Capital Management’s FirstEnergy FE Stock Holding History

Narwhal 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
2015
Q1 		– Sell
-24,750
Closed -$965K – 129
2014
Q4 		$965K Hold
24,750
– – 0.37% 84
2014
Q3 		$831K Hold
24,750
– – 0.33% 89
2014
Q2 		$859K Buy
+24,750
New +$833K 0.33% 94

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Narwhal Capital Management's FE Position: Q1 2015 in Review

Narwhal Capital Management sold out of FirstEnergy (FE) in Q1 2015, closing a stake of 24,750 shares — an estimated $965K sold.

Narwhal Capital Management first reported a position in FE in Q2 2014 and held it in 3 quarters. The position peaked at $965K in Q4 2014. 468 funds tracked by Wall St. Rank hold FE as of Q1 2015.

  • Narwhal Capital Management reported no remaining FirstEnergy position as of Q1 2015 after selling out during the quarter.
  • Narwhal Capital Management sold 24,750 FirstEnergy shares in Q1 2015, an estimated $965K.
  • Narwhal Capital Management first reported a position in FirstEnergy in Q2 2014 and held it in 3 quarters.
  • Narwhal Capital Management's FirstEnergy position peaked at $965K in Q4 2014.
  • 468 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2015.

Based on Narwhal Capital Management's 13F filing for Q1 2015, filed 28 Apr 2015.