KWMG LLC’s FirstEnergy FE Stock Holding History

KWMG LLC’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 Q2	–	Sell	-64	Closed	-$3K	–	230
2019 Q1	$3K	Buy	64 +1	+2%	+$40	﹤0.01%	401
2018 Q4	$2K	Hold	63	–	–	﹤0.01%	440
2018 Q3	$2K	Buy	63 +1	+2%	+$37	﹤0.01%	433
2018 Q2	$2K	Buy	+62	New	+$2.12K	﹤0.01%	435

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

KWMG LLC's FE Position: Q2 2019 in Review

KWMG LLC sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 64 shares — an estimated $3K sold.

KWMG LLC first reported a position in FE in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

KWMG LLC reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 64 FirstEnergy shares in Q2 2019, an estimated $3K.
KWMG LLC first reported a position in FirstEnergy in Q2 2018 and held it in 4 quarters.
KWMG LLC's FirstEnergy position peaked at $3K in Q1 2019.
634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.