Ropes Wealth Advisors’s FirstEnergy FE Stock Holding History

Ropes Wealth 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 Q2	–	Sell	-14	Closed	–	–	539
2017 Q1	$0	Buy	+14	New	+$432	﹤0.01%	531

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Ropes Wealth Advisors's FE Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of FirstEnergy (FE) in Q2 2017, closing a stake of 14 shares.

Ropes Wealth Advisors first reported a position in FE in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 522 funds tracked by Wall St. Rank hold FE as of Q2 2017.

Ropes Wealth Advisors reported no remaining FirstEnergy position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 14 FirstEnergy shares in Q2 2017.
Ropes Wealth Advisors first reported a position in FirstEnergy in Q1 2017 and held it in 1 quarter.
Ropes Wealth Advisors's FirstEnergy position peaked at $0 in Q1 2017.
522 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.