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Round Table Investment Management’s FirstEnergy FE Stock Holding History

Round Table Investment Management’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
Q1 		– Sell
-28,395
Closed -$936K – 59
2013
Q4 		$936K Buy
+28,395
New +$1M 0.1% 34

Other funds holding FE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Round Table Investment Management's FE Position: Q1 2014 in Review

Round Table Investment Management sold out of FirstEnergy (FE) in Q1 2014, closing a stake of 28,395 shares — an estimated $936K sold.

Round Table Investment Management first reported a position in FE in Q4 2013 and held it in 1 quarter. The position peaked at $936K in Q4 2013. 471 funds tracked by Wall St. Rank hold FE as of Q1 2014.

  • Round Table Investment Management reported no remaining FirstEnergy position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 28,395 FirstEnergy shares in Q1 2014, an estimated $936K.
  • Round Table Investment Management first reported a position in FirstEnergy in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's FirstEnergy position peaked at $936K in Q4 2013.
  • 471 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.