CFP
FE icon

Cornerstone Financial Partners’s FirstEnergy FE Stock Holding History

Cornerstone 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
2016
Q4 		– Sell
-7,359
Closed -$242K – 166
2016
Q3 		$242K Sell
7,359
-1,288
-15% -$43.8K 0.08% 134
2016
Q2 		$303K Sell
8,647
-1,292
-13% -$43.8K 0.11% 127
2016
Q1 		$356K Buy
+9,939
New +$334K 0.14% 119

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

Cornerstone Financial Partners's FE Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 7,359 shares — an estimated $242K sold.

Cornerstone Financial Partners first reported a position in FE in Q1 2016 and held it in 3 quarters. The position peaked at $356K in Q1 2016. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 7,359 FirstEnergy shares in Q4 2016, an estimated $242K.
  • Cornerstone Financial Partners first reported a position in FirstEnergy in Q1 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's FirstEnergy position peaked at $356K in Q1 2016.
  • 548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.