WFG Advisors’s FirstEnergy FE Stock Holding History

WFG 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
2017 Q2	$9K	Hold	309	–	–	﹤0.01%	1171
2017 Q1	$10K	Hold	309	–	–	﹤0.01%	1071
2016 Q4	$10K	Buy	309 +298	+2,709%	+$9.54K	﹤0.01%	1099
2016 Q3	$0	Sell	11 -217	-95%	-$7.37K	﹤0.01%	1610
2016 Q2	$8K	Buy	228 +217	+1,973%	+$7.35K	﹤0.01%	1140
2016 Q1	$0	Hold	11	–	–	﹤0.01%	1569
2015 Q4	$0	Hold	11	–	–	﹤0.01%	1599
2015 Q3	$0	Sell	11 -501	-98%	-$16.4K	﹤0.01%	1638
2015 Q2	$17K	Buy	512 +501	+4,555%	+$17.5K	﹤0.01%	1027
2015 Q1	$0	Hold	11	–	–	﹤0.01%	1868
2014 Q4	$0	Hold	11	–	–	﹤0.01%	2122
2014 Q3	$0	Hold	11	–	–	﹤0.01%	2114
2014 Q2	$0	Hold	11	–	–	﹤0.01%	2004
2014 Q1	$0	Hold	11	–	–	﹤0.01%	2053
2013 Q4	$0	Hold	11	–	–	﹤0.01%	2247
2013 Q3	$0	Hold	11	–	–	﹤0.01%	2170
2013 Q2	$0	Buy	+11	New	+$463	﹤0.01%	2089

Other funds holding FE

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

WFG Advisors's FE Position: Q2 2017 in Review

WFG Advisors held its FirstEnergy (FE) position steady in Q2 2017 at 309 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

WFG Advisors first reported a position in FE in Q2 2013 and has held it in 17 quarters since. The position peaked at $17K in Q2 2015. 522 funds tracked by Wall St. Rank hold FE as of Q2 2017.

WFG Advisors held 309 shares of FirstEnergy worth $9K as of Q2 2017.
WFG Advisors left its FirstEnergy share count unchanged in Q2 2017.
FirstEnergy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1171 holding.
WFG Advisors first reported a position in FirstEnergy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's FirstEnergy position peaked at $17K in Q2 2015.
522 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.