JIM
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Jupiter Investment Management’s FirstEnergy FE Stock Holding History

Jupiter Investment 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
Q3 		– Sell
-44,272
Closed -$1.59M – 389
2018
Q2 		$1.59M Buy
44,272
+37,848
+589% +$1.3M 0.01% 255
2018
Q1 		$218K Sell
6,424
-1,053,681
-99% -$33.8M ﹤0.01% 333
2017
Q4 		$32.5M Buy
1,060,105
+1,034,605
+4,057% +$33.6M 0.3% 87
2017
Q3 		$786K Buy
25,500
+245
+1% +$7.71K 0.01% 256
2017
Q2 		$736K Sell
25,255
-1,161,804
-98% -$34.5M 0.01% 286
2017
Q1 		$37.8M Buy
1,187,059
+524,429
+79% +$16.2M 0.53% 61
2016
Q4 		$20.5M Buy
662,630
+641,351
+3,014% +$20.5M 0.35% 77
2016
Q3 		$703K Sell
21,279
-3,344,007
-99% -$114M 0.01% 272
2016
Q2 		$117M Buy
3,365,286
+2,300,984
+216% +$77.9M 2.2% 3
2016
Q1 		$38.3M Buy
1,064,302
+626,829
+143% +$21.1M 0.78% 36
2015
Q4 		$13.9M Buy
437,473
+62,538
+17% +$1.97M 0.37% 85
2015
Q3 		$11.7M Buy
374,935
+351,835
+1,523% +$11.5M 0.33% 91
2015
Q2 		$751K Buy
+23,100
New +$808K 0.02% 200
2014
Q4 		– Sell
-67,900
Closed -$2.28M – 357
2014
Q3 		$2.28M Buy
67,900
+16,800
+33% +$556K 0.11% 158
2014
Q2 		$1.77M Buy
+51,100
New +$1.72M 0.1% 184
2014
Q1 		– Sell
-86,100
Closed -$2.84M – 368
2013
Q4 		$2.84M Buy
+86,100
New +$3.03M 0.24% 134
2013
Q3 		– Sell
-126,200
Closed -$4.71M – 297
2013
Q2 		$4.71M Buy
+126,200
New +$5.31M 0.57% 75

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Investment Management's FE Position: Q3 2018 in Review

Jupiter Investment Management sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 44,272 shares — an estimated $1.59M sold.

Jupiter Investment Management first reported a position in FE in Q2 2013 and held it in 17 quarters. The position peaked at $117M in Q2 2016. 622 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Jupiter Investment Management reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 44,272 FirstEnergy shares in Q3 2018, an estimated $1.59M.
  • Jupiter Investment Management first reported a position in FirstEnergy in Q2 2013 and held it in 17 quarters.
  • Jupiter Investment Management's FirstEnergy position peaked at $117M in Q2 2016.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.