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Rockefeller Financial Services’s FirstEnergy FE Stock Holding History

Rockefeller Financial Services’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
-113
Closed -$4K – 495
2014
Q3 		$4K Hold
113
– – ﹤0.01% 465
2014
Q2 		$4K Hold
113
– – ﹤0.01% 535
2014
Q1 		$4K Hold
113
– – ﹤0.01% 491
2013
Q4 		$4K Hold
113
– – ﹤0.01% 479
2013
Q3 		$4K Hold
113
– – ﹤0.01% 484
2013
Q2 		$4K Buy
+113
New +$4.75K ﹤0.01% 482

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockefeller Financial Services's FE Position: Q4 2014 in Review

Rockefeller Financial Services sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 113 shares — an estimated $4K sold.

Rockefeller Financial Services first reported a position in FE in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2014. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

  • Rockefeller Financial Services reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 113 FirstEnergy shares in Q4 2014, an estimated $4K.
  • Rockefeller Financial Services first reported a position in FirstEnergy in Q2 2013 and held it in 6 quarters.
  • Rockefeller Financial Services's FirstEnergy position peaked at $4K in Q3 2014.
  • 477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.