MBT
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Monroe Bank & Trust’s FirstEnergy FE Stock Holding History

Monroe Bank & Trust’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
2017
Q2 		– Sell
-1,586
Closed -$50K – 271
2017
Q1 		$50K Buy
1,586
+786
+98% +$24.2K 0.02% 159
2016
Q4 		$25K Buy
+800
New +$25.6K 0.01% 201
2016
Q2 		– Sell
-800
Closed -$29K – 188
2016
Q1 		$29K Hold
800
– – 0.01% 205
2015
Q4 		$25K Hold
800
– – 0.01% 207
2015
Q3 		$25K Hold
800
– – 0.01% 210
2015
Q2 		$26K Sell
800
-52
-6% -$1.82K 0.01% 203
2015
Q1 		$30K Hold
852
– – 0.01% 197
2014
Q4 		$33K Buy
+852
New +$31.2K 0.01% 195
2014
Q3 		– Sell
-800
Closed -$28K – 184
2014
Q2 		$28K Hold
800
– – 0.01% 220
2014
Q1 		$27K Hold
800
– – 0.01% 228
2013
Q4 		$26K Hold
800
– – 0.01% 214
2013
Q3 		$29K Sell
800
-37
-4% -$1.39K 0.01% 204
2013
Q2 		$31K Buy
+837
New +$35.2K 0.01% 198

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return