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Advantage Investment Management’s FirstEnergy FE Stock Holding History

Advantage 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
2019
Q3 		$75K Sell
1,556
-135
-8% -$6.11K 0.06% 273
2019
Q2 		$72K Hold
1,691
– – 0.06% 281
2019
Q1 		$70K Buy
1,691
+181
+12% +$7.19K 0.06% 280
2018
Q4 		$57K Buy
1,510
+308
+26% +$11.7K 0.04% 321
2018
Q3 		$45K Buy
1,202
+500
+71% +$18.3K 0.03% 407
2018
Q2 		$25K Hold
702
– – 0.02% 494
2018
Q1 		$24K Hold
702
– – 0.01% 520
2017
Q4 		$22K Buy
+702
New +$22.8K 0.01% 551

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advantage Investment Management's FE Position: Q3 2019 in Review

Advantage Investment Management reduced its FirstEnergy (FE) stake by 8% in Q3 2019, selling an estimated $6.11K and leaving 1,556 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #273.

Advantage Investment Management first reported a position in FE in Q4 2017 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Advantage Investment Management held 1,556 shares of FirstEnergy worth $75K as of Q3 2019.
  • Advantage Investment Management sold 135 FirstEnergy shares in Q3 2019, an estimated $6.11K.
  • FirstEnergy made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #273 holding.
  • Advantage Investment Management first reported a position in FirstEnergy in Q4 2017 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.