UGIF
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US Global Investors Funds’s FirstEnergy FE Stock Holding History

US Global Investors Funds’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
Q4 		$168K Buy
+5,100
New +$180K 0.03% 262

Other funds holding FE

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

US Global Investors Funds's FE Position: Q4 2013 in Review

US Global Investors Funds opened a new position in FirstEnergy (FE) in Q4 2013: 5,100 shares worth $168K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

  • US Global Investors Funds held 5,100 shares of FirstEnergy worth $168K as of Q4 2013.
  • FirstEnergy was a new US Global Investors Funds position in Q4 2013.
  • FirstEnergy made up 0.03% of US Global Investors Funds's portfolio in Q4 2013, its #262 holding.
  • 501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.