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Wilmington Trust Investment Management’s FirstEnergy FE Stock Holding History

Wilmington Trust Investment 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
Q4 		– Sell
-7,486
Closed -$273K – 408
2013
Q3 		$273K Sell
7,486
-1,800
-19% -$67.6K 0.06% 301
2013
Q2 		$347K Buy
+9,286
New +$391K 0.07% 250

Other funds holding FE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Trust Investment Management's FE Position: Q4 2013 in Review

Wilmington Trust Investment Management sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 7,486 shares — an estimated $273K sold.

Wilmington Trust Investment Management first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $347K in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

  • Wilmington Trust Investment Management reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 7,486 FirstEnergy shares in Q4 2013, an estimated $273K.
  • Wilmington Trust Investment Management first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
  • Wilmington Trust Investment Management's FirstEnergy position peaked at $347K in Q2 2013.
  • 501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on Wilmington Trust Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.