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Smith Graham & Co Investment Advisors’s FirstEnergy FE Stock Holding History

Smith Graham & Co 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
2013
Q3 		– Sell
-39,100
Closed -$1.46M – 135
2013
Q2 		$1.46M Buy
+39,100
New +$1.64M 0.23% 132

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

Smith Graham & Co Investment Advisors's FE Position: Q3 2013 in Review

Smith Graham & Co Investment Advisors sold out of FirstEnergy (FE) in Q3 2013, closing a stake of 39,100 shares — an estimated $1.46M sold.

Smith Graham & Co Investment Advisors first reported a position in FE in Q2 2013 and held it in 1 quarter. The position peaked at $1.46M in Q2 2013. 450 funds tracked by Wall St. Rank hold FE as of Q3 2013.

  • Smith Graham & Co Investment Advisors reported no remaining FirstEnergy position as of Q3 2013 after selling out during the quarter.
  • Smith Graham & Co Investment Advisors sold 39,100 FirstEnergy shares in Q3 2013, an estimated $1.46M.
  • Smith Graham & Co Investment Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 1 quarter.
  • Smith Graham & Co Investment Advisors's FirstEnergy position peaked at $1.46M in Q2 2013.
  • 450 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2013.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q3 2013, filed 16 Oct 2013.