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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's FE Position: Q2 2018 in Review

WealthPLAN Partners sold out of FirstEnergy (FE) in Q2 2018, closing a stake of 9,222 shares — an estimated $314K sold.

WealthPLAN Partners first reported a position in FE in Q1 2015 and held it in 5 quarters. The position peaked at $314K in Q1 2018. 600 funds tracked by Wall St. Rank hold FE as of Q2 2018.

WealthPLAN Partners reported no remaining FirstEnergy position as of Q2 2018 after selling out during the quarter.
WealthPLAN Partners sold 9,222 FirstEnergy shares in Q2 2018, an estimated $314K.
WealthPLAN Partners first reported a position in FirstEnergy in Q1 2015 and held it in 5 quarters.
WealthPLAN Partners's FirstEnergy position peaked at $314K in Q1 2018.
600 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2018.

Based on WealthPLAN Partners's 13F filing for Q2 2018, filed 16 Aug 2018.