AG
EDE

Aperio Group’s Empire District Electric EDE Stock Holding History

Aperio Group’s Portfolio EDE Stock Details EDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-37,030
Closed -$1.26M – 2221
2016
Q4 		$1.26M Buy
37,030
+10,808
+41% +$370K 0.01% 1018
2016
Q3 		$895K Buy
26,222
+1,079
+4% +$36.6K 0.01% 1155
2016
Q2 		$854K Sell
25,143
-1,756
-7% -$59K 0.01% 1145
2016
Q1 		$889K Sell
26,899
-238
-0.9% -$7.4K 0.01% 1095
2015
Q4 		$762K Buy
27,137
+5,363
+25% +$127K 0.01% 1131
2015
Q3 		$480K Buy
21,774
+476
+2% +$10.6K ﹤0.01% 1317
2015
Q2 		$464K Sell
21,298
-11,905
-36% -$280K ﹤0.01% 1365
2015
Q1 		$824K Sell
33,203
-1,419
-4% -$38.6K 0.01% 1016
2014
Q4 		$1.03M Buy
34,622
+882
+3% +$24.3K 0.01% 894
2014
Q3 		$815K Buy
33,740
+3,559
+12% +$89.3K 0.01% 930
2014
Q2 		$775K Buy
30,181
+5,763
+24% +$140K 0.01% 943
2014
Q1 		$594K Buy
+24,418
New +$568K 0.01% 1248
2013
Q4 		– Sell
-12,320
Closed -$277K – 1358
2013
Q3 		$267K Buy
12,320
+3,179
+35% +$71.2K 0.01% 1489
2013
Q2 		$204K Buy
+9,141
New +$204K ﹤0.01% 1496

Other funds holding EDE

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Aperio Group's EDE Position: Q1 2017 in Review

Aperio Group sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 37,030 shares — an estimated $1.26M sold.

Aperio Group first reported a position in EDE in Q2 2013 and held it in 14 quarters. The position peaked at $1.26M in Q4 2016. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

  • Aperio Group reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
  • Aperio Group sold 37,030 Empire District Electric shares in Q1 2017, an estimated $1.26M.
  • Aperio Group first reported a position in Empire District Electric in Q2 2013 and held it in 14 quarters.
  • Aperio Group's Empire District Electric position peaked at $1.26M in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on Aperio Group's 13F filing for Q1 2017, filed 5 May 2017.