Miles Capital’s FirstEnergy FE Stock Holding History

Miles Capital’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
2020 Q1	$234K	Buy	5,834 +395	+7%	+$18.4K	0.25%	101
2019 Q4	$264K	Sell	5,439 -1,901	-26%	-$90.8K	0.21%	129
2019 Q3	$354K	Sell	7,340 -115	-2%	-$5.21K	0.29%	93
2019 Q2	$319K	Buy	7,455 +445	+6%	+$18.7K	0.26%	100
2019 Q1	$292K	Buy	7,010 +181	+3%	+$7.19K	0.25%	108
2018 Q4	$256K	Buy	+6,829	New	+$259K	0.25%	112

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's FE Position: Q1 2020 in Review

Miles Capital increased its FirstEnergy (FE) stake by 7.3% in Q1 2020, buying an estimated $18.4K and bringing the position to 5,834 shares worth $234K. The position accounts for 0.25% of the portfolio, ranked #101.

Miles Capital first reported a position in FE in Q4 2018 and has held it in 6 quarters since. The position peaked at $354K in Q3 2019. 656 funds tracked by Wall St. Rank hold FE as of Q1 2020.

Miles Capital held 5,834 shares of FirstEnergy worth $234K as of Q1 2020.
Miles Capital bought 395 FirstEnergy shares in Q1 2020, an estimated $18.4K.
FirstEnergy made up 0.25% of Miles Capital's portfolio in Q1 2020, its #101 holding.
Miles Capital first reported a position in FirstEnergy in Q4 2018 and has held it in 6 quarters since.
Miles Capital's FirstEnergy position peaked at $354K in Q3 2019.
656 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.