JIR
EDE

James Investment Research’s Empire District Electric EDE Stock Holding History

James Investment Research’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
Q3 		– Sell
-600
Closed -$13K – 524
2015
Q2 		$13K Sell
600
-169,340
-100% -$3.98M ﹤0.01% 475
2015
Q1 		$4.22M Sell
169,940
-109,833
-39% -$2.99M 0.1% 159
2014
Q4 		$8.32M Buy
279,773
+10,448
+4% +$288K 0.23% 120
2014
Q3 		$6.5M Buy
+269,325
New +$6.76M 0.2% 118

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 16.26% 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 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

James Investment Research's EDE Position: Q3 2015 in Review

James Investment Research sold out of Empire District Electric (EDE) in Q3 2015, closing a stake of 600 shares — an estimated $13K sold.

James Investment Research first reported a position in EDE in Q3 2014 and held it in 4 quarters. The position peaked at $8.32M in Q4 2014. 140 funds tracked by Wall St. Rank hold EDE as of Q3 2015.

  • James Investment Research reported no remaining Empire District Electric position as of Q3 2015 after selling out during the quarter.
  • James Investment Research sold 600 Empire District Electric shares in Q3 2015, an estimated $13K.
  • James Investment Research first reported a position in Empire District Electric in Q3 2014 and held it in 4 quarters.
  • James Investment Research's Empire District Electric position peaked at $8.32M in Q4 2014.
  • 140 funds tracked by Wall St. Rank held Empire District Electric as of Q3 2015.

Based on James Investment Research's 13F filing for Q3 2015, filed 5 Oct 2015.