Archford Capital Strategies’s FirstEnergy FE Stock Holding History

Archford Capital Strategies’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
2017 Q2	–	Sell	-190	Closed	-$6K	–	335
2017 Q1	$6K	Hold	190	–	–	﹤0.01%	445
2016 Q4	$5K	Hold	190	–	–	﹤0.01%	412
2016 Q3	$6K	Hold	190	–	–	﹤0.01%	399
2016 Q2	$7K	Buy	+190	New	+$6.44K	﹤0.01%	432
2016 Q1	–	Sell	-190	Closed	-$7K	–	320
2015 Q4	$7K	Hold	190	–	–	﹤0.01%	503
2015 Q3	$6K	Buy	+190	New	+$6.22K	﹤0.01%	398

Other funds holding FE

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Archford Capital Strategies's FE Position: Q2 2017 in Review

Archford Capital Strategies sold out of FirstEnergy (FE) in Q2 2017, closing a stake of 190 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in FE in Q3 2015 and held it in 6 quarters. The position peaked at $7K in Q2 2016. 522 funds tracked by Wall St. Rank hold FE as of Q2 2017.

Archford Capital Strategies reported no remaining FirstEnergy position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 190 FirstEnergy shares in Q2 2017, an estimated $6K.
Archford Capital Strategies first reported a position in FirstEnergy in Q3 2015 and held it in 6 quarters.
Archford Capital Strategies's FirstEnergy position peaked at $7K in Q2 2016.
522 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.