HFM
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Hartford Financial Management’s FirstEnergy FE Stock Holding History

Hartford Financial 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
Q4 		– Sell
-266
Closed -$10K – 402
2018
Q3 		$10K Hold
266
– – ﹤0.01% 317
2018
Q2 		$10K Buy
+266
New +$9.11K ﹤0.01% 327
2016
Q2 		– Sell
-68
Closed -$2K – 311
2016
Q1 		$2K Buy
+68
New +$2.29K ﹤0.01% 279
2013
Q4 		– Sell
-100
Closed -$3K – 254
2013
Q3 		$3K Sell
100
-1,650
-94% -$62K ﹤0.01% 247
2013
Q2 		$65K Buy
+1,750
New +$73.6K 0.05% 148

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

Hartford Financial Management's FE Position: Q4 2018 in Review

Hartford Financial Management sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 266 shares — an estimated $10K sold.

Hartford Financial Management first reported a position in FE in Q2 2013 and held it in 5 quarters. The position peaked at $65K in Q2 2013. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Hartford Financial Management reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Hartford Financial Management sold 266 FirstEnergy shares in Q4 2018, an estimated $10K.
  • Hartford Financial Management first reported a position in FirstEnergy in Q2 2013 and held it in 5 quarters.
  • Hartford Financial Management's FirstEnergy position peaked at $65K in Q2 2013.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Hartford Financial Management's 13F filing for Q4 2018, filed 4 Feb 2019.