Gary Goldberg Planning Services’s Empire District Electric EDE Stock Holding History

Gary Goldberg Planning Services’s Portfolio EDE Stock Details EDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$6K	Sell	210 -1,330	-86%	-$36.7K	﹤0.01%	390
2014 Q3	$37K	Buy	1,540 +9	+0.6%	+$226	0.02%	264
2014 Q2	$39K	Buy	1,531 +10	+0.7%	+$242	0.02%	247
2014 Q1	$37K	Buy	1,521 +1,248	+457%	+$29K	0.02%	237
2013 Q4	$6K	Buy	273 +3	+1%	+$67	﹤0.01%	319
2013 Q3	$6K	Buy	+270	New	+$6.05K	﹤0.01%	326

Other funds holding EDE

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gary Goldberg Planning Services's EDE Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Empire District Electric (EDE) stake by 86% in Q4 2014, selling an estimated $36.7K and leaving 210 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Gary Goldberg Planning Services first reported a position in EDE in Q3 2013 and has held it in 6 quarters since. The position peaked at $39K in Q2 2014. 141 funds tracked by Wall St. Rank hold EDE as of Q4 2014.

Gary Goldberg Planning Services held 210 shares of Empire District Electric worth $6K as of Q4 2014.
Gary Goldberg Planning Services sold 1,330 Empire District Electric shares in Q4 2014, an estimated $36.7K.
Empire District Electric made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #390 holding.
Gary Goldberg Planning Services first reported a position in Empire District Electric in Q3 2013 and has held it in 6 quarters since.
Gary Goldberg Planning Services's Empire District Electric position peaked at $39K in Q2 2014.
141 funds tracked by Wall St. Rank held Empire District Electric as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.