Rand Wealth’s FirstEnergy FE Stock Holding History

Rand Wealth’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	-27,837	Closed	-$1.01M	–	190
2013 Q3	$1.01M	Sell	27,837 -476	-2%	-$17.9K	0.2%	106
2013 Q2	$1.06M	Buy	+28,313	New	+$1.19M	0.23%	100

Other funds holding FE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rand Wealth's FE Position: Q4 2013 in Review

Rand Wealth sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 27,837 shares — an estimated $1.01M sold.

Rand Wealth first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $1.06M in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

Rand Wealth reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
Rand Wealth sold 27,837 FirstEnergy shares in Q4 2013, an estimated $1.01M.
Rand Wealth first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
Rand Wealth's FirstEnergy position peaked at $1.06M in Q2 2013.
501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on Rand Wealth's 13F filing for Q4 2013, filed 28 Jan 2014.