MCM
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Monument Capital Management’s FirstEnergy FE Stock Holding History

Monument Capital Management’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
Q4 		– Sell
-113
Closed -$4K – 179
2018
Q3 		$4K Hold
113
– – ﹤0.01% 203
2018
Q2 		$4K Hold
113
– – ﹤0.01% 133
2018
Q1 		$3K Hold
113
– – ﹤0.01% 127
2017
Q4 		$3K Buy
+113
New +$3.67K ﹤0.01% 114

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Monument Capital Management's FE Position: Q4 2018 in Review

Monument Capital Management sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 113 shares — an estimated $4K sold.

Monument Capital Management first reported a position in FE in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Monument Capital Management reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 113 FirstEnergy shares in Q4 2018, an estimated $4K.
  • Monument Capital Management first reported a position in FirstEnergy in Q4 2017 and held it in 4 quarters.
  • Monument Capital Management's FirstEnergy position peaked at $4K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.