KA
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Kaizen Advisory’s FirstEnergy FE Stock Holding History

Kaizen Advisory’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 		$50K Buy
1,328
+254
+24% +$9.62K 0.03% 324
2018
Q3 		$40K Hold
1,074
– – 0.02% 383
2018
Q2 		$39K Buy
1,074
+634
+144% +$21.7K 0.02% 381
2018
Q1 		$15K Hold
440
– – 0.01% 385
2017
Q4 		$13K Buy
+440
New +$14.3K 0.01% 420

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

Kaizen Advisory's FE Position: Q4 2018 in Review

Kaizen Advisory increased its FirstEnergy (FE) stake by 24% in Q4 2018, buying an estimated $9.62K and bringing the position to 1,328 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #324.

Kaizen Advisory first reported a position in FE in Q4 2017 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Kaizen Advisory held 1,328 shares of FirstEnergy worth $50K as of Q4 2018.
  • Kaizen Advisory bought 254 FirstEnergy shares in Q4 2018, an estimated $9.62K.
  • FirstEnergy made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #324 holding.
  • Kaizen Advisory first reported a position in FirstEnergy in Q4 2017 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.