Avestar Capital’s FirstEnergy FE Stock Holding History

Avestar Capital’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	-43	Closed	-$1K	–	402
2019 Q2	$1K	Hold	43	–	–	﹤0.01%	747
2019 Q1	$1K	Hold	43	–	–	﹤0.01%	728
2018 Q4	$1K	Hold	43	–	–	﹤0.01%	721
2018 Q3	$1K	Hold	43	–	–	﹤0.01%	703
2018 Q2	$1K	Hold	43	–	–	﹤0.01%	758
2018 Q1	$0	Buy	43 +14	+48%	+$450	﹤0.01%	861
2017 Q4	$0	Buy	+29	New	+$942	﹤0.01%	761

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avestar Capital's FE Position: Q3 2019 in Review

Avestar Capital sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 43 shares — an estimated $1K sold.

Avestar Capital first reported a position in FE in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

Avestar Capital reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 43 FirstEnergy shares in Q3 2019, an estimated $1K.
Avestar Capital first reported a position in FirstEnergy in Q4 2017 and held it in 7 quarters.
Avestar Capital's FirstEnergy position peaked at $1K in Q2 2019.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.