Plancorp LLC’s FirstEnergy FE Stock Holding History

Plancorp LLC’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 Q4	–	Sell	-11,894	Closed	-$372K	–	85
2015 Q3	$372K	Buy	+11,894	New	+$389K	0.34%	60

Other funds holding FE

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plancorp LLC's FE Position: Q4 2015 in Review

Plancorp LLC sold out of FirstEnergy (FE) in Q4 2015, closing a stake of 11,894 shares — an estimated $372K sold.

Plancorp LLC first reported a position in FE in Q3 2015 and held it in 1 quarter. The position peaked at $372K in Q3 2015. 498 funds tracked by Wall St. Rank hold FE as of Q4 2015.

Plancorp LLC reported no remaining FirstEnergy position as of Q4 2015 after selling out during the quarter.
Plancorp LLC sold 11,894 FirstEnergy shares in Q4 2015, an estimated $372K.
Plancorp LLC first reported a position in FirstEnergy in Q3 2015 and held it in 1 quarter.
Plancorp LLC's FirstEnergy position peaked at $372K in Q3 2015.
498 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2015.

Based on Plancorp LLC's 13F filing for Q4 2015, filed 9 Feb 2016.