Acorn Wealth Advisors’s FirstEnergy FE Stock Holding History

Acorn 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
2018 Q2	–	Sell	-94	Closed	-$3K	–	616
2018 Q1	$3K	Hold	94	–	–	﹤0.01%	680
2017 Q4	$3K	Buy	+94	New	+$3.06K	﹤0.01%	653

Other funds holding FE

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Acorn Wealth Advisors's FE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of FirstEnergy (FE) in Q2 2018, closing a stake of 94 shares — an estimated $3K sold.

Acorn Wealth Advisors first reported a position in FE in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 601 funds tracked by Wall St. Rank hold FE as of Q2 2018.

Acorn Wealth Advisors reported no remaining FirstEnergy position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 94 FirstEnergy shares in Q2 2018, an estimated $3K.
Acorn Wealth Advisors first reported a position in FirstEnergy in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's FirstEnergy position peaked at $3K in Q1 2018.
601 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.