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Winfield Associates’s FirstEnergy FE Stock Holding History

Winfield Associates’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
Q4 		– Sell
-487
Closed -$15K – 843
2017
Q3 		$15K Buy
487
+150
+45% +$4.72K 0.01% 343
2017
Q2 		$10K Buy
337
+61
+22% +$1.81K 0.01% 409
2017
Q1 		$9K Buy
+276
New +$8.51K 0.01% 402
2014
Q1 		– Sell
-158
Closed -$5K – 304
2013
Q4 		$5K Buy
+158
New +$5.57K ﹤0.01% 250

Other funds holding FE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Winfield Associates's FE Position: Q4 2017 in Review

Winfield Associates sold out of FirstEnergy (FE) in Q4 2017, closing a stake of 487 shares — an estimated $15K sold.

Winfield Associates first reported a position in FE in Q4 2013 and held it in 4 quarters. The position peaked at $15K in Q3 2017. 574 funds tracked by Wall St. Rank hold FE as of Q4 2017.

  • Winfield Associates reported no remaining FirstEnergy position as of Q4 2017 after selling out during the quarter.
  • Winfield Associates sold 487 FirstEnergy shares in Q4 2017, an estimated $15K.
  • Winfield Associates first reported a position in FirstEnergy in Q4 2013 and held it in 4 quarters.
  • Winfield Associates's FirstEnergy position peaked at $15K in Q3 2017.
  • 574 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2017.

Based on Winfield Associates's 13F filing for Q4 2017, filed 12 Feb 2018.