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Anchor Capital Advisors’s FirstEnergy FE Stock Holding History

Anchor Capital 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
Q1 		– Sell
-35,934
Closed -$1.35M – 257
2018
Q4 		$1.35M Buy
35,934
+1,354
+4% +$51.3K 0.05% 143
2018
Q3 		$1.28M Sell
34,580
-2,034
-6% -$74.3K 0.05% 163
2018
Q2 		$1.31M Buy
+36,614
New +$1.25M 0.05% 156
2017
Q1 		– Sell
-10,600
Closed -$328K – 280
2016
Q4 		$328K Sell
10,600
-98,900
-90% -$3.17M 0.01% 235
2016
Q3 		$3.62M Sell
109,500
-30,000
-22% -$1.02M 0.12% 107
2016
Q2 		$4.87M Sell
139,500
-19,900
-12% -$674K 0.12% 106
2016
Q1 		$5.73M Sell
159,400
-49,600
-24% -$1.67M 0.14% 108
2015
Q4 		$6.63M Buy
209,000
+4,000
+2% +$126K 0.17% 103
2015
Q3 		$6.42M Buy
205,000
+2,000
+1% +$65.4K 0.16% 106
2015
Q2 		$6.61M Hold
203,000
– – 0.15% 117
2015
Q1 		$7.12M Sell
203,000
-8,000
-4% -$299K 0.15% 121
2014
Q4 		$8.23M Hold
211,000
– – 0.17% 114
2014
Q3 		$7.08M Buy
211,000
+29,800
+16% +$986K 0.15% 116
2014
Q2 		$6.29M Buy
181,200
+15,000
+9% +$505K 0.12% 120
2014
Q1 		$5.66M Buy
166,200
+17,000
+11% +$537K 0.11% 123
2013
Q4 		$4.92M Buy
149,200
+11,867
+9% +$418K 0.1% 124
2013
Q3 		$5.01M Buy
137,333
+1,000
+0.7% +$37.6K 0.11% 116
2013
Q2 		$5.09M Buy
+136,333
New +$5.73M 0.11% 112

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Anchor Capital Advisors's FE Position: Q1 2019 in Review

Anchor Capital Advisors sold out of FirstEnergy (FE) in Q1 2019, closing a stake of 35,934 shares — an estimated $1.35M sold.

Anchor Capital Advisors first reported a position in FE in Q2 2013 and held it in 18 quarters. The position peaked at $8.23M in Q4 2014. 653 funds tracked by Wall St. Rank hold FE as of Q1 2019.

  • Anchor Capital Advisors reported no remaining FirstEnergy position as of Q1 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 35,934 FirstEnergy shares in Q1 2019, an estimated $1.35M.
  • Anchor Capital Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 18 quarters.
  • Anchor Capital Advisors's FirstEnergy position peaked at $8.23M in Q4 2014.
  • 653 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2019.

Based on Anchor Capital Advisors's 13F filing for Q1 2019, filed 9 May 2019.