Whitney & Co’s FirstEnergy FE Stock Holding History

Whitney & Co’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 Q4	–	Sell	-683	Closed	-$26K	–	221
2018 Q3	$26K	Buy	683 +283	+71%	+$10.3K	0.01%	224
2018 Q2	$14K	Hold	400	–	–	﹤0.01%	223
2018 Q1	$14K	Buy	+400	New	+$12.8K	﹤0.01%	226

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Whitney & Co's FE Position: Q4 2018 in Review

Whitney & Co sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 683 shares — an estimated $26K sold.

Whitney & Co first reported a position in FE in Q1 2018 and held it in 3 quarters. The position peaked at $26K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

Whitney & Co reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 683 FirstEnergy shares in Q4 2018, an estimated $26K.
Whitney & Co first reported a position in FirstEnergy in Q1 2018 and held it in 3 quarters.
Whitney & Co's FirstEnergy position peaked at $26K in Q3 2018.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.