HIS
EDE

Horizon Investment Services’s Empire District Electric EDE Stock Holding History

Horizon Investment 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
2015
Q1 		– Sell
-14,873
Closed -$442K – 167
2014
Q4 		$442K Buy
14,873
+1,333
+10% +$36.8K 0.21% 73
2014
Q3 		$327K Sell
13,540
-335
-2% -$8.41K 0.17% 91
2014
Q2 		$356K Buy
+13,875
New +$336K 0.17% 91

Other funds holding EDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Horizon Investment Services's EDE Position: Q1 2015 in Review

Horizon Investment Services sold out of Empire District Electric (EDE) in Q1 2015, closing a stake of 14,873 shares — an estimated $442K sold.

Horizon Investment Services first reported a position in EDE in Q2 2014 and held it in 3 quarters. The position peaked at $442K in Q4 2014. 147 funds tracked by Wall St. Rank hold EDE as of Q1 2015.

  • Horizon Investment Services reported no remaining Empire District Electric position as of Q1 2015 after selling out during the quarter.
  • Horizon Investment Services sold 14,873 Empire District Electric shares in Q1 2015, an estimated $442K.
  • Horizon Investment Services first reported a position in Empire District Electric in Q2 2014 and held it in 3 quarters.
  • Horizon Investment Services's Empire District Electric position peaked at $442K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Empire District Electric as of Q1 2015.

Based on Horizon Investment Services's 13F filing for Q1 2015, filed 15 May 2015.