Inlet Private Wealth’s FirstEnergy FE Stock Holding History

Inlet Private Wealth’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
2019 Q1	–	Sell	-6,600	Closed	-$248K	–	140
2018 Q4	$248K	Buy	+6,600	New	+$250K	0.13%	110

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

Inlet Private Wealth's FE Position: Q1 2019 in Review

Inlet Private Wealth sold out of FirstEnergy (FE) in Q1 2019, closing a stake of 6,600 shares — an estimated $248K sold.

Inlet Private Wealth first reported a position in FE in Q4 2018 and held it in 1 quarter. The position peaked at $248K in Q4 2018. 653 funds tracked by Wall St. Rank hold FE as of Q1 2019.

Inlet Private Wealth reported no remaining FirstEnergy position as of Q1 2019 after selling out during the quarter.
Inlet Private Wealth sold 6,600 FirstEnergy shares in Q1 2019, an estimated $248K.
Inlet Private Wealth first reported a position in FirstEnergy in Q4 2018 and held it in 1 quarter.
Inlet Private Wealth's FirstEnergy position peaked at $248K in Q4 2018.
653 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2019.

Based on Inlet Private Wealth's 13F filing for Q1 2019, filed 26 Apr 2019.