DPA
FE icon

Delphi Private Advisors’s FirstEnergy FE Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-34
Closed -$1K – 330
2016
Q3 		$1K Hold
34
– – ﹤0.01% 347
2016
Q2 		$1K Buy
+34
New +$1.15K ﹤0.01% 356
2016
Q1 		– Sell
-17
Closed -$1K – 344
2015
Q4 		$1K Buy
+17
New +$534 ﹤0.01% 312

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

Delphi Private Advisors's FE Position: Q4 2016 in Review

Delphi Private Advisors sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 34 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in FE in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

  • Delphi Private Advisors reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 34 FirstEnergy shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in FirstEnergy in Q4 2015 and held it in 3 quarters.
  • Delphi Private Advisors's FirstEnergy position peaked at $1K in Q3 2016.
  • 548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.