AIFS
FE icon

A&I Financial Services’s FirstEnergy FE Stock Holding History

A&I Financial Services’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
2018
Q4 		– Sell
-69,027
Closed -$2.57M – 22
2018
Q3 		$2.57M Sell
69,027
-25,215
-27% -$921K 6.43% 3
2018
Q2 		$3.38M Buy
94,242
+1,947
+2% +$66.7K 6.79% 4
2018
Q1 		$3.14M Buy
92,295
+2,978
+3% +$95.6K 7.74% 4
2017
Q4 		$2.73M Buy
+89,317
New +$2.9M 5.4% 8

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

A&I Financial Services's FE Position: Q4 2018 in Review

A&I Financial Services sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 69,027 shares — an estimated $2.57M sold.

A&I Financial Services first reported a position in FE in Q4 2017 and held it in 4 quarters. The position peaked at $3.38M in Q2 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • A&I Financial Services reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • A&I Financial Services sold 69,027 FirstEnergy shares in Q4 2018, an estimated $2.57M.
  • A&I Financial Services first reported a position in FirstEnergy in Q4 2017 and held it in 4 quarters.
  • A&I Financial Services's FirstEnergy position peaked at $3.38M in Q2 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on A&I Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.