MFW
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Mosaic Family Wealth’s FirstEnergy FE Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-1,600
Closed -$57K – 658
2018
Q2 		$57K Hold
1,600
– – 0.02% 290
2018
Q1 		$54K Buy
+1,600
New +$51.4K 0.02% 299
2016
Q1 		– Sell
-172
Closed -$5K – 803
2015
Q4 		$5K Buy
+172
New +$5.41K ﹤0.01% 590

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
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
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

Mosaic Family Wealth's FE Position: Q3 2018 in Review

Mosaic Family Wealth sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 1,600 shares — an estimated $57K sold.

Mosaic Family Wealth first reported a position in FE in Q4 2015 and held it in 3 quarters. The position peaked at $57K in Q2 2018. 623 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Mosaic Family Wealth reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,600 FirstEnergy shares in Q3 2018, an estimated $57K.
  • Mosaic Family Wealth first reported a position in FirstEnergy in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's FirstEnergy position peaked at $57K in Q2 2018.
  • 623 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.