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Allegis Investment Advisors’s FirstEnergy FE Stock Holding History

Allegis 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
2016
Q1 		– Sell
-397
Closed -$13K – 426
2015
Q4 		$13K Buy
+397
New +$12.5K 0.01% 603

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Allegis Investment Advisors's FE Position: Q1 2016 in Review

Allegis Investment Advisors sold out of FirstEnergy (FE) in Q1 2016, closing a stake of 397 shares — an estimated $13K sold.

Allegis Investment Advisors first reported a position in FE in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 532 funds tracked by Wall St. Rank hold FE as of Q1 2016.

  • Allegis Investment Advisors reported no remaining FirstEnergy position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 397 FirstEnergy shares in Q1 2016, an estimated $13K.
  • Allegis Investment Advisors first reported a position in FirstEnergy in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's FirstEnergy position peaked at $13K in Q4 2015.
  • 532 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.