180 Wealth Advisors’s FirstEnergy FE Stock Holding History

180 Wealth Advisors’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
2019 Q3	–	Sell	-12,959	Closed	-$575K	–	262
2019 Q2	$575K	Sell	12,959 -163	-1%	-$6.85K	0.26%	116
2019 Q1	$552K	Buy	+13,122	New	+$521K	0.25%	114

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

180 Wealth Advisors's FE Position: Q3 2019 in Review

180 Wealth Advisors sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 12,959 shares — an estimated $575K sold.

180 Wealth Advisors first reported a position in FE in Q1 2019 and held it in 2 quarters. The position peaked at $575K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

180 Wealth Advisors reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
180 Wealth Advisors sold 12,959 FirstEnergy shares in Q3 2019, an estimated $575K.
180 Wealth Advisors first reported a position in FirstEnergy in Q1 2019 and held it in 2 quarters.
180 Wealth Advisors's FirstEnergy position peaked at $575K in Q2 2019.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on 180 Wealth Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.