Cedar Brook Financial Partners’s FirstEnergy FE Stock Holding History

Cedar Brook Financial Partners’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	-5,964	Closed	-$231K	–	297
2020 Q2	$231K	Buy	5,964 +313	+6%	+$12.9K	0.1%	235
2020 Q1	$226K	Buy	5,651 +111	+2%	+$5.16K	0.13%	208
2019 Q4	$269K	Sell	5,540 -1,813	-25%	-$86.6K	0.11%	222
2019 Q3	$355K	Sell	7,353 -867	-11%	-$39.2K	0.16%	187
2019 Q2	$352K	Buy	8,220 +67	+0.8%	+$2.81K	0.16%	177
2019 Q1	$339K	Sell	8,153 -2,961	-27%	-$118K	0.16%	185
2018 Q4	$417K	Buy	+11,114	New	+$421K	0.25%	132

Other funds holding FE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cedar Brook Financial Partners's FE Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 5,964 shares — an estimated $231K sold.

Cedar Brook Financial Partners first reported a position in FE in Q4 2018 and held it in 7 quarters. The position peaked at $417K in Q4 2018. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

Cedar Brook Financial Partners reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,964 FirstEnergy shares in Q3 2020, an estimated $231K.
Cedar Brook Financial Partners first reported a position in FirstEnergy in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's FirstEnergy position peaked at $417K in Q4 2018.
611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.