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Boston Advisors’s FirstEnergy FE Stock Holding History

Boston 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
Q3 		$6.94M Sell
143,915
-12,216
-8% -$553K 0.36% 73
2019
Q2 		$6.68M Buy
156,131
+20,731
+15% +$871K 0.36% 70
2019
Q1 		$5.63M Buy
135,400
+12,171
+10% +$484K 0.29% 97
2018
Q4 		$4.63M Buy
123,229
+2,505
+2% +$94.9K 0.27% 103
2018
Q3 		$4.49M Buy
120,724
+4,456
+4% +$163K 0.19% 176
2018
Q2 		$4.17M Buy
116,268
+741
+0.6% +$25.4K 0.1% 209
2018
Q1 		$3.93M Buy
+115,527
New +$3.71M 0.1% 212
2017
Q4 		– Sell
-13,364
Closed -$412K – 644
2017
Q3 		$412K Sell
13,364
-5,490
-29% -$173K 0.01% 520
2017
Q2 		$550K Sell
18,854
-3,109
-14% -$92.4K 0.01% 467
2017
Q1 		$699K Buy
21,963
+15,424
+236% +$476K 0.02% 411
2016
Q4 		$203K Sell
6,539
-3,000
-31% -$96.1K ﹤0.01% 621
2016
Q3 		$316K Sell
9,539
-150
-2% -$5.1K 0.01% 598
2016
Q2 		$338K Sell
9,689
-8,245
-46% -$279K 0.01% 573
2016
Q1 		$645K Buy
+17,934
New +$603K 0.02% 395

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Advisors's FE Position: Q3 2019 in Review

Boston Advisors reduced its FirstEnergy (FE) stake by 7.8% in Q3 2019, selling an estimated $553K and leaving 143,915 shares worth $6.94M. The position accounts for 0.36% of the portfolio, ranked #73.

Boston Advisors first reported a position in FE in Q1 2016 and has held it in 14 quarters since. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Boston Advisors held 143,915 shares of FirstEnergy worth $6.94M as of Q3 2019.
  • Boston Advisors sold 12,216 FirstEnergy shares in Q3 2019, an estimated $553K.
  • FirstEnergy made up 0.36% of Boston Advisors's portfolio in Q3 2019, its #73 holding.
  • Boston Advisors first reported a position in FirstEnergy in Q1 2016 and has held it in 14 quarters since.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.