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Lucus Advisors’s FirstEnergy FE Stock Holding History

Lucus 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
2018
Q1 		$235K Sell
6,918
-4,079
-37% -$131K 0.41% 37
2017
Q4 		$337K Sell
10,997
-569
-5% -$18.5K 0.49% 67
2017
Q3 		$357K Buy
+11,566
New +$364K 0.5% 14
2016
Q4 		– Sell
-11,810
Closed -$391K – 84
2016
Q3 		$391K Buy
11,810
+1,782
+18% +$60.5K 0.34% 165
2016
Q2 		$350K Buy
+10,028
New +$340K 0.29% 106

Other funds holding FE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lucus Advisors's FE Position: Q1 2018 in Review

Lucus Advisors reduced its FirstEnergy (FE) stake by 37% in Q1 2018, selling an estimated $131K and leaving 6,918 shares worth $235K. The position accounts for 0.41% of the portfolio, ranked #37.

Lucus Advisors first reported a position in FE in Q2 2016 and has held it in 5 quarters since. The position peaked at $391K in Q3 2016. 591 funds tracked by Wall St. Rank hold FE as of Q1 2018.

  • Lucus Advisors held 6,918 shares of FirstEnergy worth $235K as of Q1 2018.
  • Lucus Advisors sold 4,079 FirstEnergy shares in Q1 2018, an estimated $131K.
  • FirstEnergy made up 0.41% of Lucus Advisors's portfolio in Q1 2018, its #37 holding.
  • Lucus Advisors first reported a position in FirstEnergy in Q2 2016 and has held it in 5 quarters since.
  • Lucus Advisors's FirstEnergy position peaked at $391K in Q3 2016.
  • 591 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.