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Woodley Farra Manion Portfolio Management’s FirstEnergy FE Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-250
Closed -$10K – 194
2020
Q2 		$10K Hold
250
– – ﹤0.01% 275
2020
Q1 		$10K Hold
250
– – ﹤0.01% 278
2019
Q4 		$12K Buy
+250
New +$11.9K ﹤0.01% 269

Other funds holding FE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's FE Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 250 shares — an estimated $10K sold.

Woodley Farra Manion Portfolio Management first reported a position in FE in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 250 FirstEnergy shares in Q3 2020, an estimated $10K.
  • Woodley Farra Manion Portfolio Management first reported a position in FirstEnergy in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's FirstEnergy position peaked at $12K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.