EWM
EE

Elite Wealth Management’s El Paso Electric Company EE Stock Holding History

Elite Wealth Management’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$2K Buy
+50
New +$2.33K ﹤0.01% 217
2014
Q4 		– Sell
-50
Closed -$2K – 650
2014
Q3 		$2K Hold
50
– – ﹤0.01% 536
2014
Q2 		$2K Hold
50
– – ﹤0.01% 408
2014
Q1 		$2K Hold
50
– – ﹤0.01% 310
2013
Q4 		$2K Buy
+50
New +$1.74K ﹤0.01% 747

Other funds holding EE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Elite Wealth Management's EE Position: Q3 2016 in Review

Elite Wealth Management opened a new position in El Paso Electric Company (EE) in Q3 2016: 50 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in EE as recently as Q3 2014.

Elite Wealth Management first reported a position in EE in Q4 2013 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold EE as of Q3 2016.

  • Elite Wealth Management held 50 shares of El Paso Electric Company worth $2K as of Q3 2016.
  • El Paso Electric Company was a new Elite Wealth Management position in Q3 2016.
  • El Paso Electric Company made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #217 holding.
  • Elite Wealth Management first reported a position in El Paso Electric Company in Q4 2013 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held El Paso Electric Company as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.