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Philadelphia Trust Company’s FirstEnergy FE Stock Holding History

Philadelphia Trust Company’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
2013
Q4 		– Sell
-7,782
Closed -$284K – 187
2013
Q3 		$284K Sell
7,782
-2,500
-24% -$93.9K 0.02% 161
2013
Q2 		$384K Buy
+10,282
New +$432K 0.03% 136

Other funds holding FE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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 $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Philadelphia Trust Company's FE Position: Q4 2013 in Review

Philadelphia Trust Company sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 7,782 shares — an estimated $284K sold.

Philadelphia Trust Company first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $384K in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

  • Philadelphia Trust Company reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
  • Philadelphia Trust Company sold 7,782 FirstEnergy shares in Q4 2013, an estimated $284K.
  • Philadelphia Trust Company first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
  • Philadelphia Trust Company's FirstEnergy position peaked at $384K in Q2 2013.
  • 501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on Philadelphia Trust Company's 13F filing for Q4 2013, filed 14 Feb 2014.