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Pinnacle Summer Investments’s FirstEnergy FE Stock Holding History

Pinnacle Summer Investments’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
-129
Closed -$4K – 1008
2015
Q2 		$4K Buy
129
+1
+0.8% +$35 ﹤0.01% 623
2015
Q1 		$4K Buy
128
+2
+2% +$75 ﹤0.01% 890
2014
Q4 		$5K Buy
126
+1
+0.8% +$37 ﹤0.01% 884
2014
Q3 		$4K Hold
125
– – ﹤0.01% 920
2014
Q2 		$4K Hold
125
– – ﹤0.01% 866
2014
Q1 		$4K Sell
125
-66
-35% -$2.09K ﹤0.01% 826
2013
Q4 		$6K Buy
191
+125
+189% +$4.4K ﹤0.01% 780
2013
Q3 		$2K Hold
66
– – ﹤0.01% 847
2013
Q2 		$2K Buy
+66
New +$2.78K ﹤0.01% 777

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 $3.37T AUM 44.26% 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 30.2% 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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Pinnacle Summer Investments's FE Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of FirstEnergy (FE) in Q3 2015, closing a stake of 129 shares — an estimated $4K sold.

Pinnacle Summer Investments first reported a position in FE in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q4 2013. 470 funds tracked by Wall St. Rank hold FE as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining FirstEnergy position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 129 FirstEnergy shares in Q3 2015, an estimated $4K.
  • Pinnacle Summer Investments first reported a position in FirstEnergy in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's FirstEnergy position peaked at $6K in Q4 2013.
  • 470 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.