JIC
FE icon

Joel Isaacson & Co’s FirstEnergy FE Stock Holding History

Joel Isaacson & Co’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
-25,667
Closed -$954K – 236
2018
Q3 		$954K Hold
25,667
– – 0.15% 69
2018
Q2 		$922K Hold
25,667
– – 0.15% 70
2018
Q1 		$873K Hold
25,667
– – 0.15% 71
2017
Q4 		$786K Hold
25,667
– – 0.14% 78
2017
Q3 		$791K Hold
25,667
– – 0.14% 73
2017
Q2 		$748K Buy
25,667
+10,000
+64% +$297K 0.14% 69
2017
Q1 		$499K Buy
15,667
+15,000
+2,249% +$463K 0.1% 92
2016
Q4 		$21K Sell
667
-20,000
-97% -$641K ﹤0.01% 422
2016
Q3 		$684K Hold
20,667
– – 0.14% 70
2016
Q2 		$721K Sell
20,667
-333
-2% -$11.3K 0.15% 66
2016
Q1 		$755K Buy
21,000
+20,000
+2,000% +$672K 0.17% 62
2015
Q4 		$32K Hold
1,000
– – 0.01% 393
2015
Q3 		$31K Hold
1,000
– – 0.01% 403
2015
Q2 		$33K Hold
1,000
– – 0.01% 420
2015
Q1 		$35K Hold
1,000
– – 0.01% 407
2014
Q4 		$39K Sell
1,000
-792
-44% -$29K 0.01% 360
2014
Q3 		$60K Hold
1,792
– – 0.02% 276
2014
Q2 		$62K Hold
1,792
– – 0.02% 273
2014
Q1 		$61K Hold
1,792
– – 0.02% 263
2013
Q4 		$59K Hold
1,792
– – 0.02% 246
2013
Q3 		$65K Hold
1,792
– – 0.03% 225
2013
Q2 		$67K Buy
+1,792
New +$75.4K 0.03% 195

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return