PIA
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Peachtree Investment Advisors’s FirstEnergy FE Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-400
Closed -$13K – 154
2015
Q2 		$13K Hold
400
– – 0.01% 248
2015
Q1 		$14K Hold
400
– – 0.01% 255
2014
Q4 		$16K Hold
400
– – 0.01% 268
2014
Q3 		$13K Buy
+400
New +$13.2K 0.01% 288

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's FE Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of FirstEnergy (FE) in Q3 2015, closing a stake of 400 shares — an estimated $13K sold.

Peachtree Investment Advisors first reported a position in FE in Q3 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2014. 470 funds tracked by Wall St. Rank hold FE as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining FirstEnergy position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 400 FirstEnergy shares in Q3 2015, an estimated $13K.
  • Peachtree Investment Advisors first reported a position in FirstEnergy in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's FirstEnergy position peaked at $16K in Q4 2014.
  • 470 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.