Kiley Juergens Wealth Management’s FirstEnergy FE Stock Holding History

Kiley Juergens Wealth 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 Q4	–	Sell	-116	Closed	-$4K	–	244
2018 Q3	$4K	Hold	116	–	–	﹤0.01%	540
2018 Q2	$4K	Buy	+116	New	+$3.97K	﹤0.01%	498
2018 Q1	–	Sell	-116	Closed	-$3K	–	261
2017 Q4	$3K	Buy	+116	New	+$3.77K	﹤0.01%	611

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiley Juergens Wealth Management's FE Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 116 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in FE in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 116 FirstEnergy shares in Q4 2018, an estimated $4K.
Kiley Juergens Wealth Management first reported a position in FirstEnergy in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's FirstEnergy position peaked at $4K in Q3 2018.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.