FDx Advisors’s MGE Energy Inc MGEE Stock Holding History

FDx Advisors’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,138	Closed	-$205K	–	1177
2016 Q4	$205K	Sell	3,138 -1,297	-29%	-$77.5K	0.01%	1077
2016 Q3	$251K	Buy	4,435 +662	+18%	+$37.3K	0.01%	820
2016 Q2	$213K	Buy	+3,773	New	+$195K	0.01%	824

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FDx Advisors's MGEE Position: Q1 2017 in Review

FDx Advisors sold out of MGE Energy Inc (MGEE) in Q1 2017, closing a stake of 3,138 shares — an estimated $205K sold.

FDx Advisors first reported a position in MGEE in Q2 2016 and held it in 3 quarters. The position peaked at $251K in Q3 2016. 155 funds tracked by Wall St. Rank hold MGEE as of Q1 2017.

FDx Advisors reported no remaining MGE Energy Inc position as of Q1 2017 after selling out during the quarter.
FDx Advisors sold 3,138 MGE Energy Inc shares in Q1 2017, an estimated $205K.
FDx Advisors first reported a position in MGE Energy Inc in Q2 2016 and held it in 3 quarters.
FDx Advisors's MGE Energy Inc position peaked at $251K in Q3 2016.
155 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2017.

Based on FDx Advisors's 13F filing for Q1 2017, filed 15 May 2017.