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Stifel Trust’s FirstEnergy FE Stock Holding History

Stifel Trust’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
Q3 		$3K Sell
77
-39
-34% -$1.29K ﹤0.01% 496
2014
Q2 		$5K Hold
116
– – ﹤0.01% 416
2014
Q1 		$4K Hold
116
– – ﹤0.01% 448
2013
Q4 		$4K Hold
116
– – ﹤0.01% 433
2013
Q3 		$5K Hold
116
– – ﹤0.01% 424
2013
Q2 		$5K Buy
+116
New +$4.88K ﹤0.01% 422

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Trust's FE Position: Q3 2014 in Review

Stifel Trust reduced its FirstEnergy (FE) stake by 34% in Q3 2014, selling an estimated $1.29K and leaving 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Stifel Trust first reported a position in FE in Q2 2013 and has held it in 6 quarters since. The position peaked at $5K in Q2 2014. 457 funds tracked by Wall St. Rank hold FE as of Q3 2014.

  • Stifel Trust held 77 shares of FirstEnergy worth $3K as of Q3 2014.
  • Stifel Trust sold 39 FirstEnergy shares in Q3 2014, an estimated $1.29K.
  • FirstEnergy made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #496 holding.
  • Stifel Trust first reported a position in FirstEnergy in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's FirstEnergy position peaked at $5K in Q2 2014.
  • 457 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.