GBM
NEE.PRO

Grace Brothers Management’s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) NEE.PRO Stock Holding History

Grace Brothers Management’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-30,000
Closed -$1.64M – 51
2013
Q3 		$1.64M Hold
30,000
– – 1.39% 29
2013
Q2 		$1.68M Buy
+30,000
New +$1.67M 1.44% 32

Other funds holding NEE.PRO

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grace Brothers Management's NEE.PRO Position: Q4 2013 in Review

Grace Brothers Management sold out of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) in Q4 2013, closing a stake of 30,000 shares — an estimated $1.64M sold.

Grace Brothers Management first reported a position in NEE.PRO in Q2 2013 and held it in 2 quarters. The position peaked at $1.68M in Q2 2013. 49 funds tracked by Wall St. Rank hold NEE.PRO as of Q4 2013.

  • Grace Brothers Management reported no remaining NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) position as of Q4 2013 after selling out during the quarter.
  • Grace Brothers Management sold 30,000 NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) shares in Q4 2013, an estimated $1.64M.
  • Grace Brothers Management first reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in Q2 2013 and held it in 2 quarters.
  • Grace Brothers Management's NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) position peaked at $1.68M in Q2 2013.
  • 49 funds tracked by Wall St. Rank held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) as of Q4 2013.

Based on Grace Brothers Management's 13F filing for Q4 2013, filed 11 Feb 2014.