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Gary Goldberg Planning Services’s MGE Energy Inc MGEE Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$100K Sell
2,193
-295
-12% -$12.8K 0.04% 150
2014
Q3 		$93K Sell
2,488
-130
-5% -$5.08K 0.04% 161
2014
Q2 		$103K Sell
2,618
-88
-3% -$3.35K 0.05% 157
2014
Q1 		$106K Buy
+2,706
New +$104K 0.05% 144

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its MGE Energy Inc (MGEE) stake by 12% in Q4 2014, selling an estimated $12.8K and leaving 2,193 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #150.

Gary Goldberg Planning Services first reported a position in MGEE in Q1 2014 and has held it in 4 quarters since. The position peaked at $106K in Q1 2014. 121 funds tracked by Wall St. Rank hold MGEE as of Q4 2014.

  • Gary Goldberg Planning Services held 2,193 shares of MGE Energy Inc worth $100K as of Q4 2014.
  • Gary Goldberg Planning Services sold 295 MGE Energy Inc shares in Q4 2014, an estimated $12.8K.
  • MGE Energy Inc made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #150 holding.
  • Gary Goldberg Planning Services first reported a position in MGE Energy Inc in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's MGE Energy Inc position peaked at $106K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2014.

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