NMIS
FE icon

Northwestern Mutual Investment Services’s FirstEnergy FE Stock Holding History

Northwestern Mutual Investment 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
Q4 		– Sell
-50
Closed -$2K – 130
2014
Q3 		$2K Buy
+50
New +$1.65K ﹤0.01% 55
2014
Q2 		– Sell
-80
Closed -$3K – 122
2014
Q1 		$3K Buy
+80
New +$2.53K ﹤0.01% 64

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwestern Mutual Investment Services's FE Position: Q4 2014 in Review

Northwestern Mutual Investment Services sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 50 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in FE in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

  • Northwestern Mutual Investment Services reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 50 FirstEnergy shares in Q4 2014, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in FirstEnergy in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's FirstEnergy position peaked at $3K in Q1 2014.
  • 477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2014, filed 13 Feb 2015.