Financial Gravity Asset Management’s El Paso Electric Company EE Stock Holding History

Financial Gravity Asset 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
2019 Q4	$68K	Buy	+4	New	+$270	0.05%	495
2019 Q2	–	Sell	-7	Closed	–	–	1877
2019 Q1	$0	Buy	+7	New	+$378	﹤0.01%	1657
2018 Q3	$1K	Buy	13 +1	+8%	+$61	﹤0.01%	1354
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1380
2018 Q1	$1K	Buy	+12	New	+$607	﹤0.01%	1375

Other funds holding EE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's EE Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in El Paso Electric Company (EE) in Q4 2019: 4 shares worth $68K. The stake represents 0.05% of the portfolio and ranks #495 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in EE as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in EE in Q1 2018 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold EE as of Q4 2019.

Financial Gravity Asset Management held 4 shares of El Paso Electric Company worth $68K as of Q4 2019.
El Paso Electric Company was a new Financial Gravity Asset Management position in Q4 2019.
El Paso Electric Company made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #495 holding.
Financial Gravity Asset Management first reported a position in El Paso Electric Company in Q1 2018 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held El Paso Electric Company as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.