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Genovese Burford & Brothers Wealth & Retirement Plan Management’s MGE Energy Inc MGEE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-1,383
Closed -$78K – 437
2018
Q1 		$78K Hold
1,383
– – 0.03% 130
2017
Q4 		$83K Hold
1,383
– – 0.22% 73
2017
Q3 		$89K Hold
1,383
– – 0.04% 104
2017
Q2 		$88K Hold
1,383
– – 0.03% 106
2017
Q1 		$90K Hold
1,383
– – 0.04% 106
2016
Q4 		$91K Hold
1,383
– – 0.02% 116
2016
Q3 		$78K Hold
1,383
– – 0.03% 122
2016
Q2 		$78K Hold
1,383
– – 0.03% 110
2016
Q1 		$72K Hold
1,383
– – 0.03% 103
2015
Q4 		$64K Buy
+1,383
New +$59.3K 0.03% 107

Other funds holding MGEE

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MGEE Position: Q2 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of MGE Energy Inc (MGEE) in Q2 2018, closing a stake of 1,383 shares — an estimated $78K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MGEE in Q4 2015 and held it in 10 quarters. The position peaked at $91K in Q4 2016. 153 funds tracked by Wall St. Rank hold MGEE as of Q2 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining MGE Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,383 MGE Energy Inc shares in Q2 2018, an estimated $78K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MGE Energy Inc in Q4 2015 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's MGE Energy Inc position peaked at $91K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2018, filed 2 Aug 2018.