WA
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return