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Atria Investments’s Genie Energy GNE Stock Holding History

Atria Investments’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,443
Closed -$79K – 648
2016
Q3 		$79K Buy
13,443
+1,375
+11% +$8.85K 0.01% 539
2016
Q2 		$75K Sell
12,068
-3,009
-20% -$22.2K 0.01% 463
2016
Q1 		$115K Buy
+15,077
New +$130K 0.01% 429

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
GI
Greenwood Investments Boston, Massachusetts $34.9M AUM 1.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Investments's GNE Position: Q4 2016 in Review

Atria Investments sold out of Genie Energy (GNE) in Q4 2016, closing a stake of 13,443 shares — an estimated $79K sold.

Atria Investments first reported a position in GNE in Q1 2016 and held it in 3 quarters. The position peaked at $115K in Q1 2016. 55 funds tracked by Wall St. Rank hold GNE as of Q4 2016.

  • Atria Investments reported no remaining Genie Energy position as of Q4 2016 after selling out during the quarter.
  • Atria Investments sold 13,443 Genie Energy shares in Q4 2016, an estimated $79K.
  • Atria Investments first reported a position in Genie Energy in Q1 2016 and held it in 3 quarters.
  • Atria Investments's Genie Energy position peaked at $115K in Q1 2016.
  • 55 funds tracked by Wall St. Rank held Genie Energy as of Q4 2016.

Based on Atria Investments's 13F filing for Q4 2016, filed 13 Jan 2017.