Rational Advisors’s FirstEnergy FE Stock Holding History

Rational 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
2020 Q4	–	Sell	-1,592	Closed	-$46K	–	348
2020 Q3	$46K	Buy	1,592 +915	+135%	+$28.7K	0.02%	194
2020 Q2	$26K	Buy	+677	New	+$28K	0.01%	247
2020 Q1	–	Sell	-2,629	Closed	-$128K	–	287
2019 Q4	$128K	Buy	2,629 +1,252	+91%	+$59.8K	0.06%	252
2019 Q3	$66K	Sell	1,377 -443	-24%	-$20.1K	0.03%	329
2019 Q2	$78K	Buy	1,820 +1,378	+312%	+$57.9K	0.03%	299
2019 Q1	$18K	Sell	442 -24	-5%	-$954	﹤0.01%	396
2018 Q4	$17K	Sell	466 -434	-48%	-$16.4K	0.01%	363
2018 Q3	$33K	Sell	900 -300	-25%	-$11K	0.01%	321
2018 Q2	$43K	Buy	+1,200	New	+$41.1K	0.02%	268
2013 Q4	$251K	Sell	7,600 -48,400	-86%	-$1.71M	0.02%	451
2013 Q3	$2.04M	Sell	56,000 -3,500	-6%	-$131K	0.16%	210
2013 Q2	$2.22M	Buy	+59,500	New	+$2.5M	0.19%	188

Other funds holding FE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rational Advisors's FE Position: Q4 2020 in Review

Rational Advisors sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 1,592 shares — an estimated $46K sold.

Rational Advisors first reported a position in FE in Q2 2013 and held it in 12 quarters. The position peaked at $2.22M in Q2 2013. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

Rational Advisors reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 1,592 FirstEnergy shares in Q4 2020, an estimated $46K.
Rational Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 12 quarters.
Rational Advisors's FirstEnergy position peaked at $2.22M in Q2 2013.
610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.