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Gargoyle Investment Advisor’s FirstEnergy FE Stock Holding History

Gargoyle Investment Advisor’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
2017
Q1 		– Sell
-31,000
Closed -$960K – 198
2016
Q4 		$960K Hold
31,000
– – 0.37% 89
2016
Q3 		$1.02M Hold
31,000
– – 0.39% 93
2016
Q2 		$1.08M Buy
+31,000
New +$1.05M 0.4% 89

Other funds holding FE

BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gargoyle Investment Advisor's FE Position: Q1 2017 in Review

Gargoyle Investment Advisor sold out of FirstEnergy (FE) in Q1 2017, closing a stake of 31,000 shares — an estimated $960K sold.

Gargoyle Investment Advisor first reported a position in FE in Q2 2016 and held it in 3 quarters. The position peaked at $1.08M in Q2 2016. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

  • Gargoyle Investment Advisor reported no remaining FirstEnergy position as of Q1 2017 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 31,000 FirstEnergy shares in Q1 2017, an estimated $960K.
  • Gargoyle Investment Advisor first reported a position in FirstEnergy in Q2 2016 and held it in 3 quarters.
  • Gargoyle Investment Advisor's FirstEnergy position peaked at $1.08M in Q2 2016.
  • 536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on Gargoyle Investment Advisor's 13F filing for Q1 2017, filed 3 May 2017.