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Simply Money Advisors’s FirstEnergy FE Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-360
Closed -$13K – 203
2013
Q2 		$13K Buy
+360
New +$15.1K ﹤0.01% 135

Other funds holding FE

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simply Money Advisors's FE Position: Q3 2013 in Review

Simply Money Advisors sold out of FirstEnergy (FE) in Q3 2013, closing a stake of 360 shares — an estimated $13K sold.

Simply Money Advisors first reported a position in FE in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 450 funds tracked by Wall St. Rank hold FE as of Q3 2013.

  • Simply Money Advisors reported no remaining FirstEnergy position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 360 FirstEnergy shares in Q3 2013, an estimated $13K.
  • Simply Money Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's FirstEnergy position peaked at $13K in Q2 2013.
  • 450 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.