SevenBridge Financial Group’s FirstEnergy FE Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-675	Closed	-$29K	–	291
2019 Q2	$29K	Sell	675 -1,400	-67%	-$58.8K	0.01%	340
2019 Q1	$86K	Sell	2,075 -200	-9%	-$7.95K	0.03%	193
2018 Q4	$85K	Buy	2,275 +1,600	+237%	+$60.6K	0.05%	168
2018 Q3	$25K	Hold	675	–	–	0.01%	312
2018 Q2	$24K	Hold	675	–	–	0.01%	319
2018 Q1	$23K	Hold	675	–	–	0.01%	333
2017 Q4	$21K	Hold	675	–	–	0.01%	367
2017 Q3	$21K	Hold	675	–	–	0.01%	365
2017 Q2	$20K	Hold	675	–	–	0.01%	378
2017 Q1	$21K	Sell	675 -879	-57%	-$27.1K	0.01%	364
2016 Q4	$49K	Hold	1,554	–	–	0.04%	255
2016 Q3	$49K	Hold	1,554	–	–	0.04%	251
2016 Q2	$54K	Buy	+1,554	New	+$52.6K	0.04%	257

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SevenBridge Financial Group's FE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 675 shares — an estimated $29K sold.

SevenBridge Financial Group first reported a position in FE in Q2 2016 and held it in 13 quarters. The position peaked at $86K in Q1 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

SevenBridge Financial Group reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 675 FirstEnergy shares in Q3 2019, an estimated $29K.
SevenBridge Financial Group first reported a position in FirstEnergy in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's FirstEnergy position peaked at $86K in Q1 2019.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.