IA
EDE

IndexIQ Advisors’s Empire District Electric EDE Stock Holding History

IndexIQ Advisors’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
2016
Q4 		– Sell
-15,143
Closed -$517K – 337
2016
Q3 		$517K Sell
15,143
-2,646
-15% -$89.7K 0.03% 181
2016
Q2 		$604K Buy
+17,789
New +$597K 0.04% 163

Other funds holding EDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IndexIQ Advisors's EDE Position: Q4 2016 in Review

IndexIQ Advisors sold out of Empire District Electric (EDE) in Q4 2016, closing a stake of 15,143 shares — an estimated $517K sold.

IndexIQ Advisors first reported a position in EDE in Q2 2016 and held it in 2 quarters. The position peaked at $604K in Q2 2016. 137 funds tracked by Wall St. Rank hold EDE as of Q4 2016.

  • IndexIQ Advisors reported no remaining Empire District Electric position as of Q4 2016 after selling out during the quarter.
  • IndexIQ Advisors sold 15,143 Empire District Electric shares in Q4 2016, an estimated $517K.
  • IndexIQ Advisors first reported a position in Empire District Electric in Q2 2016 and held it in 2 quarters.
  • IndexIQ Advisors's Empire District Electric position peaked at $604K in Q2 2016.
  • 137 funds tracked by Wall St. Rank held Empire District Electric as of Q4 2016.

Based on IndexIQ Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.