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National Planning Corporation’s FirstEnergy FE Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-7,662
Closed -$236K – 220
2017
Q3 		$236K Sell
7,662
-728
-9% -$22.9K 0.02% 584
2017
Q2 		$244K Sell
8,390
-1,825
-18% -$54.2K 0.02% 613
2017
Q1 		$324K Hold
10,215
– – 0.02% 496
2016
Q4 		$306K Buy
10,215
+503
+5% +$16.1K 0.02% 495
2016
Q3 		$334K Buy
9,712
+86
+0.9% +$2.92K 0.03% 457
2016
Q2 		$321K Buy
9,626
+486
+5% +$16.5K 0.02% 476
2016
Q1 		$302K Sell
9,140
-3,999
-30% -$134K 0.03% 466
2015
Q4 		$443K Buy
13,139
+3,355
+34% +$105K 0.04% 429
2015
Q3 		$303K Buy
9,784
+2,400
+33% +$78.5K 0.03% 458
2015
Q2 		$252K Buy
7,384
+124
+2% +$4.34K 0.02% 516
2015
Q1 		$256K Sell
7,260
-3,805
-34% -$142K 0.02% 525
2014
Q4 		$428K Buy
11,065
+24
+0.2% +$880 0.03% 459
2014
Q3 		$370K Buy
11,041
+1,113
+11% +$36.8K 0.03% 494
2014
Q2 		$345K Sell
9,928
-911
-8% -$30.7K 0.03% 526
2014
Q1 		$362K Sell
10,839
-746
-6% -$23.6K 0.03% 484
2013
Q4 		$382K Sell
11,585
-1,837
-14% -$64.7K 0.03% 455
2013
Q3 		$494K Buy
13,422
+5,904
+79% +$222K 0.05% 347
2013
Q2 		$278K Buy
+7,518
New +$316K 0.03% 405

Other funds holding FE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

National Planning Corporation's FE Position: Q4 2017 in Review

National Planning Corporation sold out of FirstEnergy (FE) in Q4 2017, closing a stake of 7,662 shares — an estimated $236K sold.

National Planning Corporation first reported a position in FE in Q2 2013 and held it in 18 quarters. The position peaked at $494K in Q3 2013. 574 funds tracked by Wall St. Rank hold FE as of Q4 2017.

  • National Planning Corporation reported no remaining FirstEnergy position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,662 FirstEnergy shares in Q4 2017, an estimated $236K.
  • National Planning Corporation first reported a position in FirstEnergy in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's FirstEnergy position peaked at $494K in Q3 2013.
  • 574 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.