GAM
FE icon

Goldentree Asset Management’s FirstEnergy FE Stock Holding History

Goldentree Asset 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
2018
Q3 		– Sell
-468,905
Closed -$16.8M – 31
2018
Q2 		$16.8M Sell
468,905
-157,905
-25% -$5.41M 2.67% 13
2018
Q1 		$21.3M Buy
626,810
+149,703
+31% +$4.81M 3.74% 11
2017
Q4 		$14.6M Sell
477,107
-169,030
-26% -$5.49M 1.59% 14
2017
Q3 		$19.9M Buy
+646,137
New +$20.3M 7.16% 6

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

Goldentree Asset Management's FE Position: Q3 2018 in Review

Goldentree Asset Management sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 468,905 shares — an estimated $16.8M sold.

Goldentree Asset Management first reported a position in FE in Q3 2017 and held it in 4 quarters. The position peaked at $21.3M in Q1 2018. 623 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Goldentree Asset Management reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • Goldentree Asset Management sold 468,905 FirstEnergy shares in Q3 2018, an estimated $16.8M.
  • Goldentree Asset Management first reported a position in FirstEnergy in Q3 2017 and held it in 4 quarters.
  • Goldentree Asset Management's FirstEnergy position peaked at $21.3M in Q1 2018.
  • 623 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Goldentree Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.