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YorkBridge Wealth Partners’s FirstEnergy FE Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-2,556
Closed -$109K – 339
2019
Q2 		$109K Buy
2,556
+38
+2% +$1.6K 0.05% 270
2019
Q1 		$105K Hold
2,518
– – 0.05% 266
2018
Q4 		$95K Hold
2,518
– – 0.05% 254
2018
Q3 		$93K Hold
2,518
– – 0.04% 294
2018
Q2 		$90K Hold
2,518
– – 0.04% 303
2018
Q1 		$86K Hold
2,518
– – 0.04% 311
2017
Q4 		$80K Buy
2,518
+1,670
+197% +$54.3K 0.04% 320
2017
Q3 		$26K Buy
+848
New +$26.7K 0.01% 461

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YorkBridge Wealth Partners's FE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 2,556 shares — an estimated $109K sold.

YorkBridge Wealth Partners first reported a position in FE in Q3 2017 and held it in 8 quarters. The position peaked at $109K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,556 FirstEnergy shares in Q3 2019, an estimated $109K.
  • YorkBridge Wealth Partners first reported a position in FirstEnergy in Q3 2017 and held it in 8 quarters.
  • YorkBridge Wealth Partners's FirstEnergy position peaked at $109K in Q2 2019.
  • 620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.