Old Mutual Customised Solutions’s FirstEnergy FE Stock Holding History

Old Mutual Customised Solutions’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 Q2	$553K	Hold	15,400	–	–	0.06%	374
2018 Q1	$524K	Hold	15,400	–	–	0.05%	378
2017 Q4	$472K	Hold	15,400	–	–	0.05%	404
2017 Q3	$475K	Buy	15,400 +3,500	+29%	+$110K	0.06%	341
2017 Q2	$347K	Hold	11,900	–	–	0.05%	401
2017 Q1	$379K	Hold	11,900	–	–	0.06%	371
2016 Q4	$369K	Buy	11,900 +3,300	+38%	+$106K	0.07%	337
2016 Q3	$284K	Sell	8,600 -4,300	-33%	-$146K	0.08%	290
2016 Q2	$450K	Hold	12,900	–	–	0.11%	219
2016 Q1	$464K	Hold	12,900	–	–	0.12%	205
2015 Q4	$409K	Hold	12,900	–	–	0.1%	237
2015 Q3	$404K	Hold	12,900	–	–	0.11%	226
2015 Q2	$420K	Hold	12,900	–	–	0.1%	254
2015 Q1	$452K	Hold	12,900	–	–	0.11%	227
2014 Q4	$503K	Sell	12,900 -400	-3%	-$14.7K	0.14%	177
2014 Q3	$446K	Sell	13,300 -900	-6%	-$29.8K	0.13%	180
2014 Q2	$493K	Hold	14,200	–	–	0.12%	195
2014 Q1	$483K	Hold	14,200	–	–	0.12%	183
2013 Q4	$468K	Sell	14,200 -1,000	-7%	-$35.2K	0.12%	184
2013 Q3	$554K	Buy	15,200 +6,800	+81%	+$255K	0.16%	146
2013 Q2	$314K	Buy	+8,400	New	+$353K	0.09%	227

Other funds holding FE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Old Mutual Customised Solutions's FE Position: Q2 2018 in Review

Old Mutual Customised Solutions held its FirstEnergy (FE) position steady in Q2 2018 at 15,400 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #374.

Old Mutual Customised Solutions first reported a position in FE in Q2 2013 and has held it in 21 quarters since. The position peaked at $554K in Q3 2013. 600 funds tracked by Wall St. Rank hold FE as of Q2 2018.

Old Mutual Customised Solutions held 15,400 shares of FirstEnergy worth $553K as of Q2 2018.
Old Mutual Customised Solutions left its FirstEnergy share count unchanged in Q2 2018.
FirstEnergy made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #374 holding.
Old Mutual Customised Solutions first reported a position in FirstEnergy in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's FirstEnergy position peaked at $554K in Q3 2013.
600 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.