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Samalin Investment Counsel’s FirstEnergy FE Stock Holding History

Samalin Investment Counsel’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
Q1 		– Sell
-312
Closed -$15K – 262
2019
Q4 		$15K Buy
+312
New +$14.9K 0.01% 404

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Samalin Investment Counsel's FE Position: Q1 2020 in Review

Samalin Investment Counsel sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 312 shares — an estimated $15K sold.

Samalin Investment Counsel first reported a position in FE in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

  • Samalin Investment Counsel reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 312 FirstEnergy shares in Q1 2020, an estimated $15K.
  • Samalin Investment Counsel first reported a position in FirstEnergy in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's FirstEnergy position peaked at $15K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.