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Rampart Investment Management’s FirstEnergy FE Stock Holding History

Rampart Investment Management’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
2020
Q3 		– Sell
-7,570
Closed -$294K – 453
2020
Q2 		$294K Buy
7,570
+3,181
+72% +$131K 0.05% 326
2020
Q1 		$176K Sell
4,389
-23,993
-85% -$1.12M 0.08% 211
2019
Q4 		$1.38M Sell
28,382
-5,871
-17% -$281K 0.17% 176
2019
Q3 		$1.65M Sell
34,253
-2,743
-7% -$124K 0.21% 148
2019
Q2 		$1.58M Sell
36,996
-1,568
-4% -$65.9K 0.19% 165
2019
Q1 		$1.6M Buy
38,564
+3,635
+10% +$144K 0.18% 172
2018
Q4 		$1.31M Buy
34,929
+22,084
+172% +$837K 0.36% 72
2018
Q3 		$185K Buy
12,845
+8,326
+184% +$304K 0.08% 263
2018
Q2 		$162K Sell
4,519
-239
-5% -$8.19K 0.02% 469
2018
Q1 		$162K Sell
4,758
-640
-12% -$20.6K 0.02% 473
2017
Q4 		$165K Sell
5,398
-682
-11% -$22.2K 0.06% 330
2017
Q3 		$187K Buy
6,080
+337
+6% +$10.6K 0.06% 323
2017
Q2 		$167K Buy
5,743
+4,582
+395% +$136K 0.06% 344
2017
Q1 		$37K Buy
+1,161
New +$35.8K 0.01% 329

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Rampart Investment Management's FE Position: Q3 2020 in Review

Rampart Investment Management sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 7,570 shares — an estimated $294K sold.

Rampart Investment Management first reported a position in FE in Q1 2017 and held it in 14 quarters. The position peaked at $1.65M in Q3 2019. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Rampart Investment Management reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 7,570 FirstEnergy shares in Q3 2020, an estimated $294K.
  • Rampart Investment Management first reported a position in FirstEnergy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's FirstEnergy position peaked at $1.65M in Q3 2019.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.