NR
FE icon

Newfound Research’s FirstEnergy FE Stock Holding History

Newfound Research’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
Q4 		– Sell
-29
Closed -$1K – 155
2018
Q3 		$1K Hold
29
– – ﹤0.01% 138
2018
Q2 		$1K Sell
29
-1
-3% -$34 ﹤0.01% 125
2018
Q1 		$1K Sell
30
-31
-51% -$996 ﹤0.01% 123
2017
Q4 		$2K Buy
61
+1
+2% +$32 ﹤0.01% 106
2017
Q3 		$2K Buy
60
+1
+2% +$31 ﹤0.01% 99
2017
Q2 		$2K Sell
59
-1
-2% -$30 ﹤0.01% 103
2017
Q1 		$2K Buy
60
+1
+2% +$31 ﹤0.01% 101
2016
Q4 		$2K Buy
59
+1
+2% +$32 ﹤0.01% 84
2016
Q3 		$2K Hold
58
– – ﹤0.01% 90
2016
Q2 		$2K Buy
+58
New +$1.97K ﹤0.01% 84

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Newfound Research's FE Position: Q4 2018 in Review

Newfound Research sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 29 shares — an estimated $1K sold.

Newfound Research first reported a position in FE in Q2 2016 and held it in 10 quarters. The position peaked at $2K in Q4 2017. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Newfound Research reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Newfound Research sold 29 FirstEnergy shares in Q4 2018, an estimated $1K.
  • Newfound Research first reported a position in FirstEnergy in Q2 2016 and held it in 10 quarters.
  • Newfound Research's FirstEnergy position peaked at $2K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.