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Wilbanks Smith & Thomas Asset Management’s FirstEnergy FE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-994
Closed -$37K – 674
2018
Q3 		$37K Buy
+994
New +$36.3K ﹤0.01% 742

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of FirstEnergy (FE) in Q4 2018, closing a stake of 994 shares — an estimated $37K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FE in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 620 funds tracked by Wall St. Rank hold FE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining FirstEnergy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 994 FirstEnergy shares in Q4 2018, an estimated $37K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in FirstEnergy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's FirstEnergy position peaked at $37K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.