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Proficio Capital Partners’s FirstEnergy FE Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-627
Closed -$27K – 620
2019
Q2 		$27K Buy
627
+267
+74% +$11.2K 0.01% 573
2019
Q1 		$15K Buy
360
+280
+350% +$11.1K 0.01% 749
2018
Q4 		$3K Hold
80
– – ﹤0.01% 946
2018
Q3 		$3K Buy
80
+22
+38% +$804 ﹤0.01% 1034
2018
Q2 		$2K Buy
58
+21
+57% +$719 ﹤0.01% 1124
2018
Q1 		$1K Sell
37
-35
-49% -$1.12K ﹤0.01% 1191
2017
Q4 		$2K Buy
72
+27
+60% +$877 ﹤0.01% 1105
2017
Q3 		$1K Buy
45
+17
+61% +$535 ﹤0.01% 1164
2017
Q2 		$1K Sell
28
-630
-96% -$18.7K ﹤0.01% 1169
2017
Q1 		$19K Buy
+658
New +$20.3K 0.01% 629
2016
Q2 		– Sell
-106
Closed -$4K – 1067
2016
Q1 		$4K Sell
106
-9
-8% -$303 ﹤0.01% 560
2015
Q4 		$4K Buy
+115
New +$3.61K ﹤0.01% 467

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Proficio Capital Partners's FE Position: Q3 2019 in Review

Proficio Capital Partners sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 627 shares — an estimated $27K sold.

Proficio Capital Partners first reported a position in FE in Q4 2015 and held it in 12 quarters. The position peaked at $27K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • Proficio Capital Partners reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 627 FirstEnergy shares in Q3 2019, an estimated $27K.
  • Proficio Capital Partners first reported a position in FirstEnergy in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's FirstEnergy position peaked at $27K in Q2 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.