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Legacy Advisors’s FirstEnergy FE Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-700
Closed -$30K – 185
2019
Q2 		$30K Sell
700
-100
-13% -$4.2K 0.02% 234
2019
Q1 		$33K Buy
+800
New +$31.8K 0.01% 244
2018
Q4 		– Sell
-800
Closed -$30K – 211
2018
Q3 		$30K Hold
800
– – 0.01% 272
2018
Q2 		$29K Hold
800
– – 0.02% 227
2018
Q1 		$28K Hold
800
– – 0.02% 189
2017
Q4 		$24K Hold
800
– – 0.02% 168
2017
Q3 		$24K Hold
800
– – 0.03% 151
2017
Q2 		$23K Hold
800
– – 0.03% 131
2017
Q1 		$25K Hold
800
– – 0.03% 120
2016
Q4 		$24K Buy
+800
New +$25.6K 0.03% 139

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Advisors's FE Position: Q3 2019 in Review

Legacy Advisors sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 700 shares — an estimated $30K sold.

Legacy Advisors first reported a position in FE in Q4 2016 and held it in 10 quarters. The position peaked at $33K in Q1 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Legacy Advisors reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 700 FirstEnergy shares in Q3 2019, an estimated $30K.
  • Legacy Advisors first reported a position in FirstEnergy in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's FirstEnergy position peaked at $33K in Q1 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.