WCM
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Winton Capital Management’s FirstEnergy FE Stock Holding History

Winton 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
Q4 		– Sell
-67,056
Closed -$2.44M – 671
2013
Q3 		$2.44M Sell
67,056
-86,341
-56% -$3.24M 0.03% 402
2013
Q2 		$5.73M Buy
+153,397
New +$6.45M 0.07% 315

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

Winton Capital Management's FE Position: Q4 2013 in Review

Winton Capital Management sold out of FirstEnergy (FE) in Q4 2013, closing a stake of 67,056 shares — an estimated $2.44M sold.

Winton Capital Management first reported a position in FE in Q2 2013 and held it in 2 quarters. The position peaked at $5.73M in Q2 2013. 501 funds tracked by Wall St. Rank hold FE as of Q4 2013.

  • Winton Capital Management reported no remaining FirstEnergy position as of Q4 2013 after selling out during the quarter.
  • Winton Capital Management sold 67,056 FirstEnergy shares in Q4 2013, an estimated $2.44M.
  • Winton Capital Management first reported a position in FirstEnergy in Q2 2013 and held it in 2 quarters.
  • Winton Capital Management's FirstEnergy position peaked at $5.73M in Q2 2013.
  • 501 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2013.

Based on Winton Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.