IMA Advisory Services’s FirstEnergy FE Stock Holding History

IMA Advisory Services’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	-5,000	Closed	-$194K	–	298
2020 Q2	$194K	Hold	5,000	–	–	0.07%	113
2020 Q1	$200K	Hold	5,000	–	–	0.09%	104
2019 Q4	$243K	Hold	5,000	–	–	0.09%	98
2019 Q3	$241K	Hold	5,000	–	–	0.09%	101
2019 Q2	$214K	Hold	5,000	–	–	0.08%	103
2019 Q1	$208K	Hold	5,000	–	–	0.08%	101
2018 Q4	$188K	Hold	5,000	–	–	0.09%	105
2018 Q3	$186K	Hold	5,000	–	–	0.07%	110
2018 Q2	$180K	Buy	+5,000	New	+$171K	0.08%	113
2015 Q3	–	Sell	-5,000	Closed	-$163K	–	137
2015 Q2	$163K	Buy	+5,000	New	+$175K	0.08%	150

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return