Burt Wealth Advisors’s FirstEnergy FE Stock Holding History

Burt Wealth 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
2020 Q3	–	Sell	-173	Closed	-$7K	–	413
2020 Q2	$7K	Hold	173	–	–	﹤0.01%	280
2020 Q1	$7K	Buy	+173	New	+$8.04K	﹤0.01%	285
2017 Q1	–	Sell	-1	Closed	-$1K	–	361
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	370
2016 Q3	$1K	Hold	1	–	–	﹤0.01%	368
2016 Q2	$1K	Hold	1	–	–	﹤0.01%	380
2016 Q1	$1K	Hold	1	–	–	﹤0.01%	501
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	490
2015 Q3	$0	Hold	1	–	–	﹤0.01%	404
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	367
2015 Q1	$0	Hold	1	–	–	﹤0.01%	356
2014 Q4	$1K	Buy	+1	New	+$37	﹤0.01%	332

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Burt Wealth Advisors's FE Position: Q3 2020 in Review

Burt Wealth Advisors sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 173 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in FE in Q4 2014 and held it in 11 quarters. The position peaked at $7K in Q2 2020. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

Burt Wealth Advisors reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 173 FirstEnergy shares in Q3 2020, an estimated $7K.
Burt Wealth Advisors first reported a position in FirstEnergy in Q4 2014 and held it in 11 quarters.
Burt Wealth Advisors's FirstEnergy position peaked at $7K in Q2 2020.
611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.