R&F Capital Advisors’s FirstEnergy FE Stock Holding History

R&F Capital Advisors’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
2017 Q1	$1.79M	Buy	56,126 +32,556	+138%	+$1M	0.46%	31
2016 Q4	$730K	Buy	+23,570	New	+$755K	0.26%	119

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

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

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

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

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

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

R&F Capital Advisors's FE Position: Q1 2017 in Review

R&F Capital Advisors increased its FirstEnergy (FE) stake by 138% in Q1 2017, buying an estimated $1M and bringing the position to 56,126 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #31.

R&F Capital Advisors first reported a position in FE in Q4 2016 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

R&F Capital Advisors held 56,126 shares of FirstEnergy worth $1.79M as of Q1 2017.
R&F Capital Advisors bought 32,556 FirstEnergy shares in Q1 2017, an estimated $1M.
FirstEnergy made up 0.46% of R&F Capital Advisors's portfolio in Q1 2017, its #31 holding.
R&F Capital Advisors first reported a position in FirstEnergy in Q4 2016 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.