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

Gupta 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
2015
Q3 		– Sell
-25
Closed -$1K – 1309
2015
Q2 		$1K Buy
+25
New +$1.01K ﹤0.01% 1204

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gupta Wealth Management's MGEE Position: Q3 2015 in Review

Gupta Wealth Management sold out of MGE Energy Inc (MGEE) in Q3 2015, closing a stake of 25 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in MGEE in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 127 funds tracked by Wall St. Rank hold MGEE as of Q3 2015.

  • Gupta Wealth Management reported no remaining MGE Energy Inc position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 25 MGE Energy Inc shares in Q3 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in MGE Energy Inc in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's MGE Energy Inc position peaked at $1K in Q2 2015.
  • 127 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.