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Brandywine Oak Private Wealth’s FirstEnergy FE Stock Holding History

Brandywine Oak Private Wealth’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
-1,053
Closed -$39K – 350
2018
Q4 		$39K Buy
+1,053
New +$39.9K 0.01% 397

Other funds holding FE

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brandywine Oak Private Wealth's FE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of FirstEnergy (FE) in Q1 2019, closing a stake of 1,053 shares — an estimated $39K sold.

Brandywine Oak Private Wealth first reported a position in FE in Q4 2018 and held it in 1 quarter. The position peaked at $39K in Q4 2018. 653 funds tracked by Wall St. Rank hold FE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining FirstEnergy position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,053 FirstEnergy shares in Q1 2019, an estimated $39K.
  • Brandywine Oak Private Wealth first reported a position in FirstEnergy in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's FirstEnergy position peaked at $39K in Q4 2018.
  • 653 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.