NJBEST
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New Jersey Better Educational Savings Trust’s FirstEnergy FE Stock Holding History

New Jersey Better Educational Savings 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
Q4 		– Sell
-16,000
Closed -$493K – 172
2017
Q3 		$493K Buy
16,000
+2,000
+14% +$63K 0.42% 85
2017
Q2 		$408K Buy
+14,000
New +$416K 0.35% 118

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

New Jersey Better Educational Savings Trust's FE Position: Q4 2017 in Review

New Jersey Better Educational Savings Trust sold out of FirstEnergy (FE) in Q4 2017, closing a stake of 16,000 shares — an estimated $493K sold.

New Jersey Better Educational Savings Trust first reported a position in FE in Q2 2017 and held it in 2 quarters. The position peaked at $493K in Q3 2017. 574 funds tracked by Wall St. Rank hold FE as of Q4 2017.

  • New Jersey Better Educational Savings Trust reported no remaining FirstEnergy position as of Q4 2017 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 16,000 FirstEnergy shares in Q4 2017, an estimated $493K.
  • New Jersey Better Educational Savings Trust first reported a position in FirstEnergy in Q2 2017 and held it in 2 quarters.
  • New Jersey Better Educational Savings Trust's FirstEnergy position peaked at $493K in Q3 2017.
  • 574 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2017.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2017, filed 6 Feb 2018.