NWM
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Northwest Wealth Management’s FirstEnergy FE Stock Holding History

Northwest Wealth Management’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
Q2 		– Sell
-200
Closed -$8K – 233
2019
Q1 		$8K Hold
200
– – 0.01% 363
2018
Q4 		$8K Hold
200
– – 0.01% 342
2018
Q3 		$7K Hold
200
– – 0.01% 384
2018
Q2 		$7K Hold
200
– – 0.01% 371
2018
Q1 		$7K Buy
+200
New +$6.42K 0.01% 380

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
EM
Elliott Management New York $11.8B AUM 20.29% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwest Wealth Management's FE Position: Q2 2019 in Review

Northwest Wealth Management sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 200 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in FE in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q1 2019. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

  • Northwest Wealth Management reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 200 FirstEnergy shares in Q2 2019, an estimated $8K.
  • Northwest Wealth Management first reported a position in FirstEnergy in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's FirstEnergy position peaked at $8K in Q1 2019.
  • 634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.