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Orrstown Financial Services’s FirstEnergy FE Stock Holding History

Orrstown Financial Services’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
-7,960
Closed -$296K – 219
2018
Q3 		$296K Hold
7,960
– – 0.39% 70
2018
Q2 		$286K Buy
+7,960
New +$273K 0.36% 72
2015
Q4 		– Sell
-100
Closed -$3K – 221
2015
Q3 		$3K Hold
100
– – ﹤0.01% 220
2015
Q2 		$3K Hold
100
– – ﹤0.01% 179
2015
Q1 		$4K Hold
100
– – ﹤0.01% 168
2014
Q4 		$4K Hold
100
– – ﹤0.01% 182
2014
Q3 		$3K Hold
100
– – ﹤0.01% 180
2014
Q2 		$3K Hold
100
– – ﹤0.01% 174
2014
Q1 		$3K Hold
100
– – ﹤0.01% 176
2013
Q4 		$3K Hold
100
– – ﹤0.01% 183
2013
Q3 		$4K Buy
+100
New +$3.76K ﹤0.01% 182

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

Orrstown Financial Services's FE Position: Q4 2018 in Review

Orrstown Financial Services sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 7,960 shares — an estimated $296K sold.

Orrstown Financial Services first reported a position in FE in Q3 2013 and held it in 11 quarters. The position peaked at $296K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Orrstown Financial Services reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 7,960 FirstEnergy shares in Q4 2018, an estimated $296K.
  • Orrstown Financial Services first reported a position in FirstEnergy in Q3 2013 and held it in 11 quarters.
  • Orrstown Financial Services's FirstEnergy position peaked at $296K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Orrstown Financial Services's 13F filing for Q4 2018, filed 25 Jan 2019.