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Signature Estate & Investment Advisors’s FirstEnergy FE Stock Holding History

Signature Estate & Investment 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
2016
Q4 		– Sell
-3,597
Closed -$119K – 165
2016
Q3 		$119K Hold
3,597
– – 0.02% 145
2016
Q2 		$126K Buy
+3,597
New +$122K 0.02% 151

Other funds holding FE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Signature Estate & Investment Advisors's FE Position: Q4 2016 in Review

Signature Estate & Investment Advisors sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 3,597 shares — an estimated $119K sold.

Signature Estate & Investment Advisors first reported a position in FE in Q2 2016 and held it in 2 quarters. The position peaked at $126K in Q2 2016. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

  • Signature Estate & Investment Advisors reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,597 FirstEnergy shares in Q4 2016, an estimated $119K.
  • Signature Estate & Investment Advisors first reported a position in FirstEnergy in Q2 2016 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's FirstEnergy position peaked at $126K in Q2 2016.
  • 548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.