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Wealthfront’s FirstEnergy FE Stock Holding History

Wealthfront’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
2018
Q3 		$2.36M Sell
63,447
-1,238
-2% -$45.2K 0.02% 105
2018
Q2 		$2.32M Buy
64,685
+1,092
+2% +$37.4K 0.02% 108
2018
Q1 		$2.16M Sell
63,593
-10,911
-15% -$350K 0.02% 128
2017
Q4 		$2.28M Buy
74,504
+61,781
+486% +$2.01M 0.03% 109
2017
Q3 		$392K Buy
12,723
+5,788
+83% +$182K 0.01% 378
2017
Q2 		$202K Buy
+6,935
New +$206K ﹤0.01% 453
2016
Q4 		– Sell
-7,553
Closed -$250K – 390
2016
Q3 		$250K Buy
7,553
+985
+15% +$33.5K 0.01% 317
2016
Q2 		$229K Sell
6,568
-92
-1% -$3.12K 0.01% 316
2016
Q1 		$240K Buy
+6,660
New +$224K 0.01% 282
2015
Q4 		– Sell
-2,947
Closed -$92K – 532
2015
Q3 		$92K Buy
2,947
+155
+6% +$5.07K ﹤0.01% 426
2015
Q2 		$91K Sell
2,792
-283
-9% -$9.9K ﹤0.01% 420
2015
Q1 		$108K Sell
3,075
-685
-18% -$25.6K 0.01% 368
2014
Q4 		$147K Buy
3,760
+1,340
+55% +$49.1K 0.01% 279
2014
Q3 		$81K Buy
2,420
+907
+60% +$30K 0.01% 324
2014
Q2 		$49K Buy
1,513
+777
+106% +$26.1K ﹤0.01% 371
2014
Q1 		$25K Buy
+736
New +$23.3K ﹤0.01% 393

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's FE Position: Q3 2018 in Review

Wealthfront reduced its FirstEnergy (FE) stake by 1.9% in Q3 2018, selling an estimated $45.2K and leaving 63,447 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #105.

Wealthfront first reported a position in FE in Q1 2014 and has held it in 16 quarters since. 623 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • Wealthfront held 63,447 shares of FirstEnergy worth $2.36M as of Q3 2018.
  • Wealthfront sold 1,238 FirstEnergy shares in Q3 2018, an estimated $45.2K.
  • FirstEnergy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #105 holding.
  • Wealthfront first reported a position in FirstEnergy in Q1 2014 and has held it in 16 quarters since.
  • 623 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.