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Neuburgh Advisers’s FirstEnergy FE Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$1.33M Sell
27,544
-3,036
-10% -$137K 0.04% 282
2019
Q2 		$1.31M Buy
30,580
+15,796
+107% +$664K 0.04% 287
2019
Q1 		$615K Buy
14,784
+2,090
+16% +$83K 0.02% 404
2018
Q4 		$477K Sell
12,694
-2,794
-18% -$106K 0.02% 422
2018
Q3 		$576K Sell
15,488
-220
-1% -$8.04K 0.02% 421
2018
Q2 		$564K Buy
15,708
+462
+3% +$15.8K 0.02% 394
2018
Q1 		$519K Buy
15,246
+528
+4% +$17K 0.02% 397
2017
Q4 		$451K Buy
14,718
+594
+4% +$19.3K 0.02% 453
2017
Q3 		$435K Sell
14,124
-66
-0.5% -$2.08K 0.02% 425
2017
Q2 		$414K Sell
14,190
-8,184
-37% -$243K 0.02% 415
2017
Q1 		$712K Buy
22,374
+1,914
+9% +$59K 0.03% 317
2016
Q4 		$634K Buy
+20,460
New +$655K 0.03% 305

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuburgh Advisers's FE Position: Q3 2019 in Review

Neuburgh Advisers reduced its FirstEnergy (FE) stake by 9.9% in Q3 2019, selling an estimated $137K and leaving 27,544 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #282.

Neuburgh Advisers first reported a position in FE in Q4 2016 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Neuburgh Advisers held 27,544 shares of FirstEnergy worth $1.33M as of Q3 2019.
  • Neuburgh Advisers sold 3,036 FirstEnergy shares in Q3 2019, an estimated $137K.
  • FirstEnergy made up 0.04% of Neuburgh Advisers's portfolio in Q3 2019, its #282 holding.
  • Neuburgh Advisers first reported a position in FirstEnergy in Q4 2016 and has held it in 12 quarters since.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.