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Telos Capital Management’s FirstEnergy FE Stock Holding History

Telos Capital Management’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
-7,709
Closed -$288K – 138
2013
Q2 		$288K Buy
+7,709
New +$324K 0.25% 106

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

Telos Capital Management's FE Position: Q3 2013 in Review

Telos Capital Management sold out of FirstEnergy (FE) in Q3 2013, closing a stake of 7,709 shares — an estimated $288K sold.

Telos Capital Management first reported a position in FE in Q2 2013 and held it in 1 quarter. The position peaked at $288K in Q2 2013. 450 funds tracked by Wall St. Rank hold FE as of Q3 2013.

  • Telos Capital Management reported no remaining FirstEnergy position as of Q3 2013 after selling out during the quarter.
  • Telos Capital Management sold 7,709 FirstEnergy shares in Q3 2013, an estimated $288K.
  • Telos Capital Management first reported a position in FirstEnergy in Q2 2013 and held it in 1 quarter.
  • Telos Capital Management's FirstEnergy position peaked at $288K in Q2 2013.
  • 450 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2013.

Based on Telos Capital Management's 13F filing for Q3 2013, filed 12 Nov 2013.