Executive Wealth Management’s FirstEnergy FE Stock Holding History

Executive 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 Q1	–	Sell	-74	Closed	-$3K	–	855
2018 Q4	$3K	Buy	+74	New	+$2.8K	﹤0.01%	727

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Executive Wealth Management's FE Position: Q1 2019 in Review

Executive Wealth Management sold out of FirstEnergy (FE) in Q1 2019, closing a stake of 74 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in FE in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 653 funds tracked by Wall St. Rank hold FE as of Q1 2019.

Executive Wealth Management reported no remaining FirstEnergy position as of Q1 2019 after selling out during the quarter.
Executive Wealth Management sold 74 FirstEnergy shares in Q1 2019, an estimated $3K.
Executive Wealth Management first reported a position in FirstEnergy in Q4 2018 and held it in 1 quarter.
Executive Wealth Management's FirstEnergy position peaked at $3K in Q4 2018.
653 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.