PI
FE icon

Placemark Investments’s FirstEnergy FE Stock Holding History

Placemark 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
2014
Q4 		– Sell
-18,395
Closed -$618K – 1644
2014
Q3 		$618K Sell
18,395
-3,177
-15% -$105K 0.01% 1090
2014
Q2 		$748K Sell
21,572
-14,812
-41% -$498K 0.01% 998
2014
Q1 		$1.24M Buy
36,384
+18,619
+105% +$589K 0.02% 717
2013
Q4 		$585K Buy
+17,765
New +$626K 0.01% 1060

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Placemark Investments's FE Position: Q4 2014 in Review

Placemark Investments sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 18,395 shares — an estimated $618K sold.

Placemark Investments first reported a position in FE in Q4 2013 and held it in 4 quarters. The position peaked at $1.24M in Q1 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

  • Placemark Investments reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 18,395 FirstEnergy shares in Q4 2014, an estimated $618K.
  • Placemark Investments first reported a position in FirstEnergy in Q4 2013 and held it in 4 quarters.
  • Placemark Investments's FirstEnergy position peaked at $1.24M in Q1 2014.
  • 477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.