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Bridgeworth’s FirstEnergy FE Stock Holding History

Bridgeworth’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
Q3 		– Sell
-791
Closed -$28K – 268
2018
Q2 		$28K Buy
+791
New +$27.1K 0.01% 346

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

Bridgeworth's FE Position: Q3 2018 in Review

Bridgeworth sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 791 shares — an estimated $28K sold.

Bridgeworth first reported a position in FE in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 623 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Bridgeworth reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 791 FirstEnergy shares in Q3 2018, an estimated $28K.
  • Bridgeworth first reported a position in FirstEnergy in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's FirstEnergy position peaked at $28K in Q2 2018.
  • 623 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.