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Moneta Group Investment Advisors’s FirstEnergy FE Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-131
Closed -$4K – 466
2018
Q1 		$4K Buy
+131
New +$4.21K ﹤0.01% 529

Other funds holding FE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's FE Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of FirstEnergy (FE) in Q2 2018, closing a stake of 131 shares — an estimated $4K sold.

Moneta Group Investment Advisors first reported a position in FE in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 601 funds tracked by Wall St. Rank hold FE as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining FirstEnergy position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 131 FirstEnergy shares in Q2 2018, an estimated $4K.
  • Moneta Group Investment Advisors first reported a position in FirstEnergy in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's FirstEnergy position peaked at $4K in Q1 2018.
  • 601 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.