HIM
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Hillsdale Investment Management’s FirstEnergy FE Stock Holding History

Hillsdale Investment 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
Q1 		– Sell
-24,300
Closed -$744K – 489
2017
Q4 		$744K Hold
24,300
– – 0.12% 177
2017
Q3 		$749K Buy
+24,300
New +$765K 0.13% 168

Other funds holding FE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's FE Position: Q1 2018 in Review

Hillsdale Investment Management sold out of FirstEnergy (FE) in Q1 2018, closing a stake of 24,300 shares — an estimated $744K sold.

Hillsdale Investment Management first reported a position in FE in Q3 2017 and held it in 2 quarters. The position peaked at $749K in Q3 2017. 590 funds tracked by Wall St. Rank hold FE as of Q1 2018.

  • Hillsdale Investment Management reported no remaining FirstEnergy position as of Q1 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 24,300 FirstEnergy shares in Q1 2018, an estimated $744K.
  • Hillsdale Investment Management first reported a position in FirstEnergy in Q3 2017 and held it in 2 quarters.
  • Hillsdale Investment Management's FirstEnergy position peaked at $749K in Q3 2017.
  • 590 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2018.

Based on Hillsdale Investment Management's 13F filing for Q1 2018, filed 14 May 2018.