EWM
FE icon

Evercore Wealth Management’s FirstEnergy FE Stock Holding History

Evercore 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
2018
Q1 		– Sell
-566
Closed -$17K – 499
2017
Q4 		$17K Sell
566
-54
-9% -$1.75K ﹤0.01% 747
2017
Q3 		$19K Buy
620
+120
+24% +$3.78K ﹤0.01% 722
2017
Q2 		$15K Buy
+500
New +$14.9K ﹤0.01% 758
2017
Q1 		– Sell
-47
Closed -$1K – 1000
2016
Q4 		$1K Sell
47
-337
-88% -$10.8K ﹤0.01% 972
2016
Q3 		$13K Buy
384
+214
+126% +$7.27K ﹤0.01% 839
2016
Q2 		$6K Buy
+170
New +$5.76K ﹤0.01% 901
2014
Q3 		– Sell
-94
Closed -$3K – 949
2014
Q2 		$3K Buy
+94
New +$3.16K ﹤0.01% 948

Other funds holding FE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return