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Affinity Investment Advisors’s FirstEnergy FE Stock Holding History

Affinity Investment 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
-5,389
Closed -$231K – 141
2019
Q2 		$231K Buy
5,389
+56
+1% +$2.35K 0.07% 136
2019
Q1 		$222K Sell
5,333
-97
-2% -$3.85K 0.05% 136
2018
Q4 		$204K Buy
5,430
+3
+0.1% +$114 0.04% 136
2018
Q3 		$202K Buy
+5,427
New +$198K 0.03% 144

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 $298B AUM 21.96% 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

Affinity Investment Advisors's FE Position: Q3 2019 in Review

Affinity Investment Advisors sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 5,389 shares — an estimated $231K sold.

Affinity Investment Advisors first reported a position in FE in Q3 2018 and held it in 4 quarters. The position peaked at $231K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Affinity Investment Advisors reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
  • Affinity Investment Advisors sold 5,389 FirstEnergy shares in Q3 2019, an estimated $231K.
  • Affinity Investment Advisors first reported a position in FirstEnergy in Q3 2018 and held it in 4 quarters.
  • Affinity Investment Advisors's FirstEnergy position peaked at $231K in Q2 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Affinity Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.