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WealthPLAN Partners’s FirstEnergy FE Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-9,222
Closed -$314K – 268
2018
Q1 		$314K Buy
+9,222
New +$296K 0.07% 200
2016
Q3 		$24.5K Sell
776
-162
-17% -$5.5K 0.01% 441
2016
Q2 		$28.9K Buy
+938
New +$31.8K ﹤0.01% 1186
2015
Q4 		$22.8K Buy
+718
New +$22.6K ﹤0.01% 875
2015
Q2 		– Sell
-52
Closed -$2K – 459
2015
Q1 		$2K Buy
+52
New +$1.95K ﹤0.01% 485

Other funds holding FE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return