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Frontier Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Frontier Wealth Management’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
Q2 		– Sell
-4,242
Closed -$238K – 397
2018
Q1 		$238K Buy
+4,242
New +$241K 0.03% 331

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Frontier Wealth Management's MGEE Position: Q2 2018 in Review

Frontier Wealth Management sold out of MGE Energy Inc (MGEE) in Q2 2018, closing a stake of 4,242 shares — an estimated $238K sold.

Frontier Wealth Management first reported a position in MGEE in Q1 2018 and held it in 1 quarter. The position peaked at $238K in Q1 2018. 153 funds tracked by Wall St. Rank hold MGEE as of Q2 2018.

  • Frontier Wealth Management reported no remaining MGE Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 4,242 MGE Energy Inc shares in Q2 2018, an estimated $238K.
  • Frontier Wealth Management first reported a position in MGE Energy Inc in Q1 2018 and held it in 1 quarter.
  • Frontier Wealth Management's MGE Energy Inc position peaked at $238K in Q1 2018.
  • 153 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2018.

Based on Frontier Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.