GBBWRPM
FE icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s FirstEnergy FE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-121
Closed -$4K – 458
2016
Q4 		$4K Hold
121
– – ﹤0.01% 404
2016
Q3 		$4K Hold
121
– – ﹤0.01% 351
2016
Q2 		$4K Buy
+121
New +$4.1K ﹤0.01% 329

Other funds holding FE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's FE Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of FirstEnergy (FE) in Q1 2017, closing a stake of 121 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in FE in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining FirstEnergy position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 121 FirstEnergy shares in Q1 2017, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in FirstEnergy in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's FirstEnergy position peaked at $4K in Q4 2016.
  • 536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.