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Greenwood Capital Associates’s FirstEnergy FE Stock Holding History

Greenwood Capital Associates’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
2019
Q2 		– Sell
-10,880
Closed -$453K – 183
2019
Q1 		$453K Sell
10,880
-225
-2% -$8.94K 0.12% 102
2018
Q4 		$417K Buy
+11,105
New +$421K 0.11% 108

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenwood Capital Associates's FE Position: Q2 2019 in Review

Greenwood Capital Associates sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 10,880 shares — an estimated $453K sold.

Greenwood Capital Associates first reported a position in FE in Q4 2018 and held it in 2 quarters. The position peaked at $453K in Q1 2019. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

  • Greenwood Capital Associates reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
  • Greenwood Capital Associates sold 10,880 FirstEnergy shares in Q2 2019, an estimated $453K.
  • Greenwood Capital Associates first reported a position in FirstEnergy in Q4 2018 and held it in 2 quarters.
  • Greenwood Capital Associates's FirstEnergy position peaked at $453K in Q1 2019.
  • 634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Greenwood Capital Associates's 13F filing for Q2 2019, filed 13 Aug 2019.