JOYN Advisors’s FirstEnergy FE Stock Holding History

JOYN Advisors’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	-1,102	Closed	-$41K	–	551
2018 Q4	$41K	Sell	1,102 -162	-13%	-$6.14K	0.01%	414
2018 Q3	$47K	Sell	1,264 -4	-0.3%	-$146	0.01%	410
2018 Q2	$46K	Buy	1,268 +346	+38%	+$11.9K	0.01%	421
2018 Q1	$31K	Buy	+922	New	+$29.6K	0.01%	585

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

JOYN Advisors's FE Position: Q1 2019 in Review

JOYN Advisors sold out of FirstEnergy (FE) in Q1 2019, closing a stake of 1,102 shares — an estimated $41K sold.

JOYN Advisors first reported a position in FE in Q1 2018 and held it in 4 quarters. The position peaked at $47K in Q3 2018. 653 funds tracked by Wall St. Rank hold FE as of Q1 2019.

JOYN Advisors reported no remaining FirstEnergy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,102 FirstEnergy shares in Q1 2019, an estimated $41K.
JOYN Advisors first reported a position in FirstEnergy in Q1 2018 and held it in 4 quarters.
JOYN Advisors's FirstEnergy position peaked at $47K in Q3 2018.
653 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.