JCM
EDE

Jacobi Capital Management’s Empire District Electric EDE Stock Holding History

Jacobi Capital Management’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
-100
Closed -$3K – 775
2016
Q3 		$3K Hold
100
– – ﹤0.01% 629
2016
Q2 		$3K Buy
+100
New +$3.36K ﹤0.01% 626

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

Jacobi Capital Management's EDE Position: Q4 2016 in Review

Jacobi Capital Management sold out of Empire District Electric (EDE) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in EDE in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 137 funds tracked by Wall St. Rank hold EDE as of Q4 2016.

  • Jacobi Capital Management reported no remaining Empire District Electric position as of Q4 2016 after selling out during the quarter.
  • Jacobi Capital Management sold 100 Empire District Electric shares in Q4 2016, an estimated $3K.
  • Jacobi Capital Management first reported a position in Empire District Electric in Q2 2016 and held it in 2 quarters.
  • Jacobi Capital Management's Empire District Electric position peaked at $3K in Q3 2016.
  • 137 funds tracked by Wall St. Rank held Empire District Electric as of Q4 2016.

Based on Jacobi Capital Management's 13F filing for Q4 2016, filed 8 Feb 2017.