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Jupiter Investment Management’s MGE Energy Inc MGEE Stock Holding History

Jupiter Investment Management’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
2016
Q3 		– Sell
-2,392
Closed -$135K – 412
2016
Q2 		$135K Buy
+2,392
New +$124K ﹤0.01% 381

Other funds holding MGEE

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jupiter Investment Management's MGEE Position: Q3 2016 in Review

Jupiter Investment Management sold out of MGE Energy Inc (MGEE) in Q3 2016, closing a stake of 2,392 shares — an estimated $135K sold.

Jupiter Investment Management first reported a position in MGEE in Q2 2016 and held it in 1 quarter. The position peaked at $135K in Q2 2016. 162 funds tracked by Wall St. Rank hold MGEE as of Q3 2016.

  • Jupiter Investment Management reported no remaining MGE Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 2,392 MGE Energy Inc shares in Q3 2016, an estimated $135K.
  • Jupiter Investment Management first reported a position in MGE Energy Inc in Q2 2016 and held it in 1 quarter.
  • Jupiter Investment Management's MGE Energy Inc position peaked at $135K in Q2 2016.
  • 162 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2016.

Based on Jupiter Investment Management's 13F filing for Q3 2016, filed 28 Oct 2016.