Richard Pzena’s FirstEnergy FE Stock Holding History

Richard Pzena’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	-522,529	Closed	-$17.5M	–	143
2014 Q3	$17.5M	Buy	522,529 +101,280	+24%	+$3.35M	0.1%	115
2014 Q2	$14.6M	Buy	421,249 +276,599	+191%	+$9.31M	0.08%	118
2014 Q1	$4.92M	Buy	+144,650	New	+$4.57M	0.03%	123

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Richard Pzena's FE Position: Q4 2014 in Review

Richard Pzena sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 522,529 shares — an estimated $17.5M sold.

Richard Pzena first reported a position in FE in Q1 2014 and held it in 3 quarters. The position peaked at $17.5M in Q3 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

Richard Pzena reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
Richard Pzena sold 522,529 FirstEnergy shares in Q4 2014, an estimated $17.5M.
Richard Pzena first reported a position in FirstEnergy in Q1 2014 and held it in 3 quarters.
Richard Pzena's FirstEnergy position peaked at $17.5M in Q3 2014.
477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on Pzena Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.