Winslow Evans & Crocker’s FirstEnergy FE Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$10K	Buy	+340	New	+$10.2K	﹤0.01%	946
2019 Q4	–	Sell	-3,050	Closed	-$148K	–	1146
2019 Q3	$148K	Hold	3,050	–	–	0.04%	326
2019 Q2	$132K	Hold	3,050	–	–	0.04%	345
2019 Q1	$128K	Hold	3,050	–	–	0.04%	340
2018 Q4	$116K	Hold	3,050	–	–	0.04%	333
2018 Q3	$114K	Buy	+3,050	New	+$111K	0.03%	354
2014 Q1	–	Sell	-243	Closed	-$8K	–	1326
2013 Q4	$8K	Buy	+243	New	+$8.56K	﹤0.01%	985

Other funds holding FE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's FE Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in FirstEnergy (FE) in Q4 2020: 340 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FE as recently as Q3 2019.

Winslow Evans & Crocker first reported a position in FE in Q4 2013 and has held it in 7 quarters since. The position peaked at $148K in Q3 2019. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

Winslow Evans & Crocker held 340 shares of FirstEnergy worth $10K as of Q4 2020.
FirstEnergy was a new Winslow Evans & Crocker position in Q4 2020.
FirstEnergy made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #946 holding.
Winslow Evans & Crocker first reported a position in FirstEnergy in Q4 2013 and has held it in 7 quarters since.
Winslow Evans & Crocker's FirstEnergy position peaked at $148K in Q3 2019.
610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.