Great Diamond Partners’s FirstEnergy FE Stock Holding History

Great Diamond Partners’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	-2,420	Closed	-$117K	–	286
2019 Q4	$117K	Buy	+2,420	New	+$116K	0.04%	202

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

Great Diamond Partners's FE Position: Q1 2020 in Review

Great Diamond Partners sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 2,420 shares — an estimated $117K sold.

Great Diamond Partners first reported a position in FE in Q4 2019 and held it in 1 quarter. The position peaked at $117K in Q4 2019. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

Great Diamond Partners reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 2,420 FirstEnergy shares in Q1 2020, an estimated $117K.
Great Diamond Partners first reported a position in FirstEnergy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's FirstEnergy position peaked at $117K in Q4 2019.
657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.