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Forvis Mazars Wealth Advisors’s Genie Energy GNE Stock Holding History

Forvis Mazars Wealth Advisors’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
2017
Q3 		– Sell
-20,000
Closed -$152K – 227
2017
Q2 		$152K Buy
+20,000
New +$153K 0.02% 217

Other funds holding GNE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GNE Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Genie Energy (GNE) in Q3 2017, closing a stake of 20,000 shares — an estimated $152K sold.

Forvis Mazars Wealth Advisors first reported a position in GNE in Q2 2017 and held it in 1 quarter. The position peaked at $152K in Q2 2017. 55 funds tracked by Wall St. Rank hold GNE as of Q3 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Genie Energy position as of Q3 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 20,000 Genie Energy shares in Q3 2017, an estimated $152K.
  • Forvis Mazars Wealth Advisors first reported a position in Genie Energy in Q2 2017 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Genie Energy position peaked at $152K in Q2 2017.
  • 55 funds tracked by Wall St. Rank held Genie Energy as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.