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Concert Wealth Management’s FirstEnergy FE Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-7,179
Closed -$236K – 619
2016
Q3 		$236K Buy
7,179
+828
+13% +$28.1K 0.03% 576
2016
Q2 		$220K Buy
+6,351
New +$215K 0.03% 570

Other funds holding FE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Concert Wealth Management's FE Position: Q4 2016 in Review

Concert Wealth Management sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 7,179 shares — an estimated $236K sold.

Concert Wealth Management first reported a position in FE in Q2 2016 and held it in 2 quarters. The position peaked at $236K in Q3 2016. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

  • Concert Wealth Management reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,179 FirstEnergy shares in Q4 2016, an estimated $236K.
  • Concert Wealth Management first reported a position in FirstEnergy in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's FirstEnergy position peaked at $236K in Q3 2016.
  • 548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.