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Formidable Asset Management’s Genie Energy GNE Stock Holding History

Formidable Asset Management’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-332
Closed -$2.24K – 476
2014
Q3 		$2K Hold
332
– – ﹤0.01% 440
2014
Q2 		$3K Hold
332
– – ﹤0.01% 458
2014
Q1 		$3K Hold
332
– – ﹤0.01% 419
2013
Q4 		$3K Hold
332
– – ﹤0.01% 447
2013
Q3 		$3K Buy
+332
New +$3.25K ﹤0.01% 395

Other funds holding GNE

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
Greenwood Investments Boston, Massachusetts $34.9M AUM 1.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Formidable Asset Management's GNE Position: Q4 2014 in Review

Formidable Asset Management sold out of Genie Energy (GNE) in Q4 2014, closing a stake of 332 shares — an estimated $2.24K sold.

Formidable Asset Management first reported a position in GNE in Q3 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 43 funds tracked by Wall St. Rank hold GNE as of Q4 2014.

  • Formidable Asset Management reported no remaining Genie Energy position as of Q4 2014 after selling out during the quarter.
  • Formidable Asset Management sold 332 Genie Energy shares in Q4 2014, an estimated $2.24K.
  • Formidable Asset Management first reported a position in Genie Energy in Q3 2013 and held it in 5 quarters.
  • Formidable Asset Management's Genie Energy position peaked at $3K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held Genie Energy as of Q4 2014.

Based on Formidable Asset Management's 13F filing for Q4 2014, filed 27 Feb 2015.