Financial Engines Advisors
EE

Financial Engines Advisors’s El Paso Electric Company EE Stock Holding History

Financial Engines Advisors’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
2015
Q1 		– Sell
-15
Closed -$1K – 54
2014
Q4 		$1K Buy
+15
New +$568 ﹤0.01% 54
2014
Q3 		– Sell
-18
Closed -$1K – 59
2014
Q2 		$1K Buy
+18
New +$670 ﹤0.01% 54
2013
Q4 		– Sell
-29
Closed -$1K – 56
2013
Q3 		$1K Buy
29
+8
+38% +$286 ﹤0.01% 56
2013
Q2 		$1K Buy
+21
New +$752 ﹤0.01% 54

Other funds holding EE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Financial Engines Advisors's EE Position: Q1 2015 in Review

Financial Engines Advisors sold out of El Paso Electric Company (EE) in Q1 2015, closing a stake of 15 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in EE in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 167 funds tracked by Wall St. Rank hold EE as of Q1 2015.

  • Financial Engines Advisors reported no remaining El Paso Electric Company position as of Q1 2015 after selling out during the quarter.
  • Financial Engines Advisors sold 15 El Paso Electric Company shares in Q1 2015, an estimated $1K.
  • Financial Engines Advisors first reported a position in El Paso Electric Company in Q2 2013 and held it in 4 quarters.
  • Financial Engines Advisors's El Paso Electric Company position peaked at $1K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held El Paso Electric Company as of Q1 2015.

Based on Financial Engines Advisors's 13F filing for Q1 2015, filed 6 May 2015.