Stanford Investment Group’s FirstEnergy FE Stock Holding History

Stanford Investment Group’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 Q4	–	Sell	-271	Closed	-$8K	–	333
2015 Q3	$8K	Hold	271	–	–	0.01%	283
2015 Q2	$9K	Hold	271	–	–	0.01%	290
2015 Q1	$10K	Hold	271	–	–	0.01%	284
2014 Q4	$11K	Buy	+271	New	+$9.94K	0.01%	280

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stanford Investment Group's FE Position: Q4 2015 in Review

Stanford Investment Group sold out of FirstEnergy (FE) in Q4 2015, closing a stake of 271 shares — an estimated $8K sold.

Stanford Investment Group first reported a position in FE in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2014. 498 funds tracked by Wall St. Rank hold FE as of Q4 2015.

Stanford Investment Group reported no remaining FirstEnergy position as of Q4 2015 after selling out during the quarter.
Stanford Investment Group sold 271 FirstEnergy shares in Q4 2015, an estimated $8K.
Stanford Investment Group first reported a position in FirstEnergy in Q4 2014 and held it in 4 quarters.
Stanford Investment Group's FirstEnergy position peaked at $11K in Q4 2014.
498 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2015.

Based on Stanford Investment Group's 13F filing for Q4 2015, filed 10 Nov 2016.