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HC Financial Advisors’s FirstEnergy FE Stock Holding History

HC Financial Advisors’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
Q3 		– Sell
-670
Closed -$26K – 381
2020
Q2 		$26K Hold
670
– – 0.02% 160
2020
Q1 		$27K Buy
+670
New +$31.1K 0.02% 148

Other funds holding FE

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HC Financial Advisors's FE Position: Q3 2020 in Review

HC Financial Advisors sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 670 shares — an estimated $26K sold.

HC Financial Advisors first reported a position in FE in Q1 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2020. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • HC Financial Advisors reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 670 FirstEnergy shares in Q3 2020, an estimated $26K.
  • HC Financial Advisors first reported a position in FirstEnergy in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's FirstEnergy position peaked at $27K in Q1 2020.
  • 611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.