Osborn Williams & Donohoe’s FirstEnergy FE Stock Holding History

Osborn Williams & Donohoe’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	-500	Closed	-$21K	–	425
2019 Q1	$21K	Buy	+500	New	+$19.9K	﹤0.01%	552

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Osborn Williams & Donohoe's FE Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 500 shares — an estimated $21K sold.

Osborn Williams & Donohoe first reported a position in FE in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

Osborn Williams & Donohoe reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 500 FirstEnergy shares in Q2 2019, an estimated $21K.
Osborn Williams & Donohoe first reported a position in FirstEnergy in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's FirstEnergy position peaked at $21K in Q1 2019.
634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.