TWM
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Torch Wealth Management’s FirstEnergy FE Stock Holding History

Torch Wealth 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
2014
Q3 		– Sell
-3,706
Closed -$129K – 149
2014
Q2 		$129K Buy
3,706
+1,568
+73% +$52.8K 0.09% 116
2014
Q1 		$73K Buy
2,138
+4
+0.2% +$126 0.05% 130
2013
Q4 		$70K Buy
+2,134
New +$75.2K 0.05% 123

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.15T AUM 47.82% 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 $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Torch Wealth Management's FE Position: Q3 2014 in Review

Torch Wealth Management sold out of FirstEnergy (FE) in Q3 2014, closing a stake of 3,706 shares — an estimated $129K sold.

Torch Wealth Management first reported a position in FE in Q4 2013 and held it in 3 quarters. The position peaked at $129K in Q2 2014. 457 funds tracked by Wall St. Rank hold FE as of Q3 2014.

  • Torch Wealth Management reported no remaining FirstEnergy position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 3,706 FirstEnergy shares in Q3 2014, an estimated $129K.
  • Torch Wealth Management first reported a position in FirstEnergy in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's FirstEnergy position peaked at $129K in Q2 2014.
  • 457 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.