IMS Capital Management’s FirstEnergy FE Stock Holding History

IMS Capital 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	-540	Closed	-$20K	–	208
2018 Q3	$20K	Buy	+540	New	+$19.7K	0.01%	251

Other funds holding FE

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMS Capital Management's FE Position: Q4 2018 in Review

IMS Capital Management sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 540 shares — an estimated $20K sold.

IMS Capital Management first reported a position in FE in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

IMS Capital Management reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 540 FirstEnergy shares in Q4 2018, an estimated $20K.
IMS Capital Management first reported a position in FirstEnergy in Q3 2018 and held it in 1 quarter.
IMS Capital Management's FirstEnergy position peaked at $20K in Q3 2018.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.