CT Financial Advisors’s FirstEnergy FE Stock Holding History

CT 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
2017 Q1	$12.7K	Hold	400	–	–	0.01%	411
2016 Q4	$12.4K	Hold	400	–	–	0.01%	405
2016 Q3	$13.2K	Hold	400	–	–	0.01%	395
2016 Q2	$14K	Hold	400	–	–	0.01%	391
2016 Q1	$14.4K	Hold	400	–	–	0.01%	407
2015 Q4	$12.7K	Hold	400	–	–	0.01%	426
2015 Q3	$12.5K	Hold	400	–	–	0.01%	428
2015 Q2	$13K	Hold	400	–	–	0.01%	436
2015 Q1	$14K	Hold	400	–	–	0.01%	426
2014 Q4	$15.6K	Buy	+400	New	+$14.7K	0.01%	341
2014 Q1	$14K	Buy	+400	New	+$12.6K	0.01%	426

Other funds holding FE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CT Financial Advisors's FE Position: Q1 2017 in Review

CT Financial Advisors held its FirstEnergy (FE) position steady in Q1 2017 at 400 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #411.

CT Financial Advisors first reported a position in FE in Q1 2014 and has held it in 11 quarters since. The position peaked at $15.6K in Q4 2014. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

CT Financial Advisors held 400 shares of FirstEnergy worth $12.7K as of Q1 2017.
CT Financial Advisors left its FirstEnergy share count unchanged in Q1 2017.
FirstEnergy made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #411 holding.
CT Financial Advisors first reported a position in FirstEnergy in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's FirstEnergy position peaked at $15.6K in Q4 2014.
536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.