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SeaBridge Investment Advisors’s FirstEnergy FE Stock Holding History

SeaBridge Investment Advisors’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
Q2 		– Sell
-1,332
Closed -$47K – 224
2015
Q1 		$47K Hold
1,332
– – 0.01% 174
2014
Q4 		$52K Buy
+1,332
New +$48.8K 0.01% 177

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SeaBridge Investment Advisors's FE Position: Q2 2015 in Review

SeaBridge Investment Advisors sold out of FirstEnergy (FE) in Q2 2015, closing a stake of 1,332 shares — an estimated $47K sold.

SeaBridge Investment Advisors first reported a position in FE in Q4 2014 and held it in 2 quarters. The position peaked at $52K in Q4 2014. 469 funds tracked by Wall St. Rank hold FE as of Q2 2015.

  • SeaBridge Investment Advisors reported no remaining FirstEnergy position as of Q2 2015 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 1,332 FirstEnergy shares in Q2 2015, an estimated $47K.
  • SeaBridge Investment Advisors first reported a position in FirstEnergy in Q4 2014 and held it in 2 quarters.
  • SeaBridge Investment Advisors's FirstEnergy position peaked at $52K in Q4 2014.
  • 469 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2015.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.