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Financial Gravity Companies’s MGE Energy Inc MGEE Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-40
Closed -$2K – 1542
2017
Q4 		$2K Buy
+40
New +$2.6K ﹤0.01% 954

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Gravity Companies's MGEE Position: Q1 2018 in Review

Financial Gravity Companies sold out of MGE Energy Inc (MGEE) in Q1 2018, closing a stake of 40 shares — an estimated $2K sold.

Financial Gravity Companies first reported a position in MGEE in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 152 funds tracked by Wall St. Rank hold MGEE as of Q1 2018.

  • Financial Gravity Companies reported no remaining MGE Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 40 MGE Energy Inc shares in Q1 2018, an estimated $2K.
  • Financial Gravity Companies first reported a position in MGE Energy Inc in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's MGE Energy Inc position peaked at $2K in Q4 2017.
  • 152 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.