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Claar Advisors’s FirstEnergy FE Stock Holding History

Claar 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
Q4 		– Sell
-13,200
Closed -$379K – 33
2020
Q3 		$379K Sell
13,200
-287,000
-96% -$9M 0.15% 29
2020
Q2 		$11.6M Buy
300,200
+126,200
+73% +$5.22M 4.59% 8
2020
Q1 		$6.97M Buy
174,000
+151,405
+670% +$7.04M 3.7% 10
2019
Q4 		$1.1K Sell
22,595
-150,000
-87% -$7.17M 0.39% 25
2019
Q3 		$8.32M Hold
172,595
– – 3.65% 14
2019
Q2 		$7.39M Buy
172,595
+150,000
+664% +$6.3M 3.35% 12
2019
Q1 		$940K Hold
22,595
– – 0.45% 26
2018
Q4 		$848K Buy
22,595
+7,223
+47% +$274K 0.49% 26
2018
Q3 		$571 Hold
15,372
– – 0.26% 26
2018
Q2 		$552K Buy
15,372
+6,536
+74% +$224K 0.24% 28
2018
Q1 		$301K Buy
+8,836
New +$284K 0.11% 26

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return