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Strategic Capital Group’s FirstEnergy FE Stock Holding History

Strategic Capital 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
2014
Q2 		$115K Sell
3,321
-210
-6% -$7.07K 0.04% 162
2014
Q1 		$120K Buy
3,531
+210
+6% +$6.64K 0.04% 173
2013
Q4 		$110K Sell
3,321
-510
-13% -$18K 0.09% 133
2013
Q3 		$140K Hold
3,831
– – 0.05% 156
2013
Q2 		$143K Buy
+3,831
New +$161K 0.07% 135

Other funds holding FE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Capital Group's FE Position: Q2 2014 in Review

Strategic Capital Group reduced its FirstEnergy (FE) stake by 5.9% in Q2 2014, selling an estimated $7.07K and leaving 3,321 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #162.

Strategic Capital Group first reported a position in FE in Q2 2013 and has held it in 5 quarters since. The position peaked at $143K in Q2 2013. 478 funds tracked by Wall St. Rank hold FE as of Q2 2014.

  • Strategic Capital Group held 3,321 shares of FirstEnergy worth $115K as of Q2 2014.
  • Strategic Capital Group sold 210 FirstEnergy shares in Q2 2014, an estimated $7.07K.
  • FirstEnergy made up 0.04% of Strategic Capital Group's portfolio in Q2 2014, its #162 holding.
  • Strategic Capital Group first reported a position in FirstEnergy in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's FirstEnergy position peaked at $143K in Q2 2013.
  • 478 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.