WealthTrust-Arizona’s FirstEnergy FE Stock Holding History

WealthTrust-Arizona’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 Q1	–	Sell	-100	Closed	-$3K	–	659
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	549
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	549
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	530
2017 Q1	$3K	Buy	+100	New	+$3.08K	﹤0.01%	516

Other funds holding FE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

WealthTrust-Arizona's FE Position: Q1 2018 in Review

WealthTrust-Arizona sold out of FirstEnergy (FE) in Q1 2018, closing a stake of 100 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in FE in Q1 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 590 funds tracked by Wall St. Rank hold FE as of Q1 2018.

WealthTrust-Arizona reported no remaining FirstEnergy position as of Q1 2018 after selling out during the quarter.
WealthTrust-Arizona sold 100 FirstEnergy shares in Q1 2018, an estimated $3K.
WealthTrust-Arizona first reported a position in FirstEnergy in Q1 2017 and held it in 4 quarters.
WealthTrust-Arizona's FirstEnergy position peaked at $3K in Q4 2017.
590 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.