Polaris Wealth Advisory Group’s FirstEnergy FE Stock Holding History

Polaris Wealth Advisory Group’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	-290	Closed	-$11K	–	253
2018 Q3	$11K	Buy	+290	New	+$10.6K	﹤0.01%	397

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Polaris Wealth Advisory Group's FE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 290 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in FE in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 290 FirstEnergy shares in Q4 2018, an estimated $11K.
Polaris Wealth Advisory Group first reported a position in FirstEnergy in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's FirstEnergy position peaked at $11K in Q3 2018.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.