KCS Wealth Advisory’s FirstEnergy FE Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-3,973	Closed	-$192K	–	225
2019 Q3	$192K	Buy	+3,973	New	+$180K	0.13%	151

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KCS Wealth Advisory's FE Position: Q4 2019 in Review

KCS Wealth Advisory sold out of FirstEnergy (FE) in Q4 2019, closing a stake of 3,973 shares — an estimated $192K sold.

KCS Wealth Advisory first reported a position in FE in Q3 2019 and held it in 1 quarter. The position peaked at $192K in Q3 2019. 682 funds tracked by Wall St. Rank hold FE as of Q4 2019.

KCS Wealth Advisory reported no remaining FirstEnergy position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 3,973 FirstEnergy shares in Q4 2019, an estimated $192K.
KCS Wealth Advisory first reported a position in FirstEnergy in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's FirstEnergy position peaked at $192K in Q3 2019.
682 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.