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Destination Wealth Management’s FirstEnergy FE Stock Holding History

Destination 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
2019
Q3 		– Sell
-850
Closed -$36K – 254
2019
Q2 		$36K Hold
850
– – ﹤0.01% 316
2019
Q1 		$35K Buy
+850
New +$33.8K ﹤0.01% 319

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Destination Wealth Management's FE Position: Q3 2019 in Review

Destination Wealth Management sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 850 shares — an estimated $36K sold.

Destination Wealth Management first reported a position in FE in Q1 2019 and held it in 2 quarters. The position peaked at $36K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Destination Wealth Management reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 850 FirstEnergy shares in Q3 2019, an estimated $36K.
  • Destination Wealth Management first reported a position in FirstEnergy in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's FirstEnergy position peaked at $36K in Q2 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.