ClearBridge Investments
EDE

ClearBridge Investments’s Empire District Electric EDE Stock Holding History

ClearBridge Investments’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
2014
Q1 		– Sell
-337
Closed -$8K – 1163
2013
Q4 		$8K Hold
337
– – ﹤0.01% 1063
2013
Q3 		$7K Hold
337
– – ﹤0.01% 1050
2013
Q2 		$8K Buy
+337
New +$7.53K ﹤0.01% 1037

Other funds holding EDE

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Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

ClearBridge Investments's EDE Position: Q1 2014 in Review

ClearBridge Investments sold out of Empire District Electric (EDE) in Q1 2014, closing a stake of 337 shares — an estimated $8K sold.

ClearBridge Investments first reported a position in EDE in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 147 funds tracked by Wall St. Rank hold EDE as of Q1 2014.

  • ClearBridge Investments reported no remaining Empire District Electric position as of Q1 2014 after selling out during the quarter.
  • ClearBridge Investments sold 337 Empire District Electric shares in Q1 2014, an estimated $8K.
  • ClearBridge Investments first reported a position in Empire District Electric in Q2 2013 and held it in 3 quarters.
  • ClearBridge Investments's Empire District Electric position peaked at $8K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held Empire District Electric as of Q1 2014.

Based on ClearBridge Investments's 13F filing for Q1 2014, filed 15 May 2014.