Howe & Rusling’s MGE Energy Inc MGEE Stock Holding History

Howe & Rusling’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
2017 Q3	–	Sell	-117	Closed	-$8K	–	932
2017 Q2	$8K	Hold	117	–	–	﹤0.01%	531
2017 Q1	$8K	Hold	117	–	–	﹤0.01%	564
2016 Q4	$8K	Hold	117	–	–	﹤0.01%	562
2016 Q3	$7K	Buy	+117	New	+$6.59K	﹤0.01%	593

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Howe & Rusling's MGEE Position: Q3 2017 in Review

Howe & Rusling sold out of MGE Energy Inc (MGEE) in Q3 2017, closing a stake of 117 shares — an estimated $8K sold.

Howe & Rusling first reported a position in MGEE in Q3 2016 and held it in 4 quarters. The position peaked at $8K in Q2 2017. 145 funds tracked by Wall St. Rank hold MGEE as of Q3 2017.

Howe & Rusling reported no remaining MGE Energy Inc position as of Q3 2017 after selling out during the quarter.
Howe & Rusling sold 117 MGE Energy Inc shares in Q3 2017, an estimated $8K.
Howe & Rusling first reported a position in MGE Energy Inc in Q3 2016 and held it in 4 quarters.
Howe & Rusling's MGE Energy Inc position peaked at $8K in Q2 2017.
145 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.