CFA
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Clarfeld Financial Advisors’s FirstEnergy FE Stock Holding History

Clarfeld Financial 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
2018
Q4 		$11K Buy
+281
New +$10.6K 0.01% 215

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarfeld Financial Advisors's FE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in FirstEnergy (FE) in Q4 2018: 281 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Clarfeld Financial Advisors held 281 shares of FirstEnergy worth $11K as of Q4 2018.
  • FirstEnergy was a new Clarfeld Financial Advisors position in Q4 2018.
  • FirstEnergy made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #215 holding.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.