DWA
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Douglass Winthrop Advisors’s FirstEnergy FE Stock Holding History

Douglass Winthrop 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
2018
Q3 		– Sell
-6,660
Closed -$239K – 266
2018
Q2 		$239K Hold
6,660
– – 0.01% 262
2018
Q1 		$227K Sell
6,660
-23,900
-78% -$768K 0.01% 254
2017
Q4 		$936K Hold
30,560
– – 0.05% 131
2017
Q3 		$942K Hold
30,560
– – 0.05% 128
2017
Q2 		$891K Buy
30,560
+13,500
+79% +$401K 0.05% 125
2017
Q1 		$543K Buy
+17,060
New +$526K 0.03% 158

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Douglass Winthrop Advisors's FE Position: Q3 2018 in Review

Douglass Winthrop Advisors sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 6,660 shares — an estimated $239K sold.

Douglass Winthrop Advisors first reported a position in FE in Q1 2017 and held it in 6 quarters. The position peaked at $942K in Q3 2017. 623 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Douglass Winthrop Advisors reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 6,660 FirstEnergy shares in Q3 2018, an estimated $239K.
  • Douglass Winthrop Advisors first reported a position in FirstEnergy in Q1 2017 and held it in 6 quarters.
  • Douglass Winthrop Advisors's FirstEnergy position peaked at $942K in Q3 2017.
  • 623 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.