Parasol Investment Management’s FirstEnergy FE Stock Holding History

Parasol Investment 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
2016 Q4	–	Sell	-2,300	Closed	-$76K	–	163
2016 Q3	$76K	Hold	2,300	–	–	0.08%	83
2016 Q2	$80K	Hold	2,300	–	–	0.08%	82
2016 Q1	$83K	Hold	2,300	–	–	0.08%	72
2015 Q4	$73K	Hold	2,300	–	–	0.07%	74
2015 Q3	$72K	Hold	2,300	–	–	0.06%	78
2015 Q2	$75K	Hold	2,300	–	–	0.05%	91
2015 Q1	$81K	Hold	2,300	–	–	0.05%	85
2014 Q4	$90K	Hold	2,300	–	–	0.06%	87
2014 Q3	$77K	Hold	2,300	–	–	0.05%	83
2014 Q2	$80K	Buy	+2,300	New	+$77.4K	0.05%	81

Other funds holding FE

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Parasol Investment Management's FE Position: Q4 2016 in Review

Parasol Investment Management sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 2,300 shares — an estimated $76K sold.

Parasol Investment Management first reported a position in FE in Q2 2014 and held it in 10 quarters. The position peaked at $90K in Q4 2014. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

Parasol Investment Management reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
Parasol Investment Management sold 2,300 FirstEnergy shares in Q4 2016, an estimated $76K.
Parasol Investment Management first reported a position in FirstEnergy in Q2 2014 and held it in 10 quarters.
Parasol Investment Management's FirstEnergy position peaked at $90K in Q4 2014.
548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Parasol Investment Management's 13F filing for Q4 2016, filed 7 Feb 2017.