Gateway Advisory’s FirstEnergy FE Stock Holding History

Gateway Advisory’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
2020 Q1	–	Sell	-6,901	Closed	-$335K	–	61
2019 Q4	$335K	Buy	+6,901	New	+$330K	0.08%	45
2019 Q3	–	Sell	-12,086	Closed	-$517K	–	62
2019 Q2	$517K	Sell	12,086 -8,750	-42%	-$368K	0.13%	38
2019 Q1	$867K	Sell	20,836 -7,147	-26%	-$284K	0.22%	36
2018 Q4	$1.05M	Sell	27,983 -5,522	-16%	-$209K	0.44%	26
2018 Q3	$1.25M	Buy	+33,505	New	+$1.22M	0.33%	34

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gateway Advisory's FE Position: Q1 2020 in Review

Gateway Advisory sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 6,901 shares — an estimated $335K sold.

Gateway Advisory first reported a position in FE in Q3 2018 and held it in 5 quarters. The position peaked at $1.25M in Q3 2018. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

Gateway Advisory reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
Gateway Advisory sold 6,901 FirstEnergy shares in Q1 2020, an estimated $335K.
Gateway Advisory first reported a position in FirstEnergy in Q3 2018 and held it in 5 quarters.
Gateway Advisory's FirstEnergy position peaked at $1.25M in Q3 2018.
657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Gateway Advisory's 13F filing for Q1 2020, filed 7 Apr 2020.