FGC
FE icon

Financial Gravity Companies’s FirstEnergy FE Stock Holding History

Financial Gravity Companies’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
Q4 		$4K Buy
+93
New +$3.52K ﹤0.01% 763
2018
Q1 		$28K Buy
833
+149
+22% +$4.79K 0.03% 474
2017
Q4 		$22K Buy
+684
New +$22.2K 0.03% 470

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Financial Gravity Companies's FE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in FirstEnergy (FE) in Q4 2018: 93 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FE as recently as Q1 2018.

Financial Gravity Companies first reported a position in FE in Q4 2017 and has held it in 3 quarters since. The position peaked at $28K in Q1 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Financial Gravity Companies held 93 shares of FirstEnergy worth $4K as of Q4 2018.
  • FirstEnergy was a new Financial Gravity Companies position in Q4 2018.
  • FirstEnergy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #763 holding.
  • Financial Gravity Companies first reported a position in FirstEnergy in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's FirstEnergy position peaked at $28K in Q1 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.