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New York Life Trust’s FirstEnergy FE Stock Holding History

New York Life 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
Q1 		$4K Buy
+138
New +$4.26K 0.19% 134
2016
Q3 		– Sell
-177
Closed -$6K – 239
2016
Q2 		$6K Buy
+177
New +$6K 0.03% 233

Other funds holding FE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 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

New York Life Trust's FE Position: Q1 2017 in Review

New York Life Trust opened a new position in FirstEnergy (FE) in Q1 2017: 138 shares worth $4K. The stake represents 0.19% of the portfolio and ranks #134 among its holdings. This is a return to the name: New York Life Trust previously reported a position in FE as recently as Q2 2016.

New York Life Trust first reported a position in FE in Q2 2016 and has held it in 2 quarters since. The position peaked at $6K in Q2 2016. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

  • New York Life Trust held 138 shares of FirstEnergy worth $4K as of Q1 2017.
  • FirstEnergy was a new New York Life Trust position in Q1 2017.
  • FirstEnergy made up 0.19% of New York Life Trust's portfolio in Q1 2017, its #134 holding.
  • New York Life Trust first reported a position in FirstEnergy in Q2 2016 and has held it in 2 quarters since.
  • New York Life Trust's FirstEnergy position peaked at $6K in Q2 2016.
  • 536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.