FIM
FE icon

Foresters Investment Management’s FirstEnergy FE Stock Holding History

Foresters Investment 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 		$15.5M Sell
322,149
-159,235
-33% -$7.21M 0.31% 107
2019
Q2 		$20.6M Buy
481,384
+11,434
+2% +$480K 0.37% 87
2019
Q1 		$19.6M Buy
+469,950
New +$18.7M 0.34% 95

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

Foresters Investment Management's FE Position: Q3 2019 in Review

Foresters Investment Management reduced its FirstEnergy (FE) stake by 33% in Q3 2019, selling an estimated $7.21M and leaving 322,149 shares worth $15.5M. The position accounts for 0.31% of the portfolio, ranked #107.

Foresters Investment Management first reported a position in FE in Q1 2019 and has held it in 3 quarters since. The position peaked at $20.6M in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Foresters Investment Management held 322,149 shares of FirstEnergy worth $15.5M as of Q3 2019.
  • Foresters Investment Management sold 159,235 FirstEnergy shares in Q3 2019, an estimated $7.21M.
  • FirstEnergy made up 0.31% of Foresters Investment Management's portfolio in Q3 2019, its #107 holding.
  • Foresters Investment Management first reported a position in FirstEnergy in Q1 2019 and has held it in 3 quarters since.
  • Foresters Investment Management's FirstEnergy position peaked at $20.6M in Q2 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.