WF
FE icon

WealthTrust Fairport’s FirstEnergy FE Stock Holding History

WealthTrust Fairport’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
2015
Q1 		– Sell
-123
Closed -$5K – 224
2014
Q4 		$5K Hold
123
– – ﹤0.01% 390
2014
Q3 		$4K Sell
123
-40
-25% -$1.32K ﹤0.01% 299
2014
Q2 		$6K Hold
163
– – ﹤0.01% 259
2014
Q1 		$6K Hold
163
– – ﹤0.01% 233
2013
Q4 		$5K Sell
163
-250
-61% -$8.81K ﹤0.01% 249
2013
Q3 		$15K Buy
413
+123
+42% +$4.62K ﹤0.01% 239
2013
Q2 		$11K Buy
+290
New +$12.2K ﹤0.01% 243

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return