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Lebenthal Holdings’s FirstEnergy FE Stock Holding History

Lebenthal Holdings’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
2016
Q2 		$1.4M Buy
+40,000
New +$1.36M 0.17% 178

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lebenthal Holdings's FE Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in FirstEnergy (FE) in Q2 2016: 40,000 shares worth $1.4M. The stake represents 0.17% of the portfolio and ranks #178 among its holdings.

535 funds tracked by Wall St. Rank hold FE as of Q2 2016.

  • Lebenthal Holdings held 40,000 shares of FirstEnergy worth $1.4M as of Q2 2016.
  • FirstEnergy was a new Lebenthal Holdings position in Q2 2016.
  • FirstEnergy made up 0.17% of Lebenthal Holdings's portfolio in Q2 2016, its #178 holding.
  • 535 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.