APP
FE icon

Avantax Planning Partners’s FirstEnergy FE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,244
Closed -$83K – 585
2018
Q3 		$83K Buy
+2,244
New +$82K 0.01% 383
2018
Q2 		– Sell
-1,071
Closed -$36K – 635
2018
Q1 		$36K Buy
+1,071
New +$34.4K ﹤0.01% 595

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Avantax Planning Partners's FE Position: Q4 2018 in Review

Avantax Planning Partners sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 2,244 shares — an estimated $83K sold.

Avantax Planning Partners first reported a position in FE in Q1 2018 and held it in 2 quarters. The position peaked at $83K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Avantax Planning Partners reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,244 FirstEnergy shares in Q4 2018, an estimated $83K.
  • Avantax Planning Partners first reported a position in FirstEnergy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's FirstEnergy position peaked at $83K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.