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JP Morgan Private Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-4,270
Closed -$278K – 1303
2017
Q1 		$278K Hold
4,270
– – ﹤0.01% 1096
2016
Q4 		$279K Sell
4,270
-268
-6% -$16K ﹤0.01% 1030
2016
Q3 		$256K Sell
4,538
-212
-4% -$11.9K ﹤0.01% 1049
2016
Q2 		$268K Sell
4,750
-3,775
-44% -$195K ﹤0.01% 1030
2016
Q1 		$445K Hold
8,525
– – ﹤0.01% 784
2015
Q4 		$396K Hold
8,525
– – ﹤0.01% 768
2015
Q3 		$351K Sell
8,525
-178
-2% -$7.03K ﹤0.01% 735
2015
Q2 		$337K Buy
8,703
+1,120
+15% +$45.4K ﹤0.01% 806
2015
Q1 		$336K Sell
7,583
-1,240
-14% -$55K ﹤0.01% 844
2014
Q4 		$402K Sell
8,823
-140
-2% -$6.07K ﹤0.01% 793
2014
Q3 		$334K Hold
8,963
– – ﹤0.01% 813
2014
Q2 		$354K Buy
8,963
+433
+5% +$16.5K 0.01% 671
2014
Q1 		$335K Buy
+8,530
New +$326K 0.01% 691

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MGEE Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q2 2017, closing a stake of 4,270 shares — an estimated $278K sold.

JP Morgan Private Wealth Advisors first reported a position in MGEE in Q1 2014 and held it in 13 quarters. The position peaked at $445K in Q1 2016. 154 funds tracked by Wall St. Rank hold MGEE as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining MGE Energy Inc position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,270 MGE Energy Inc shares in Q2 2017, an estimated $278K.
  • JP Morgan Private Wealth Advisors first reported a position in MGE Energy Inc in Q1 2014 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's MGE Energy Inc position peaked at $445K in Q1 2016.
  • 154 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.