KWMG
EE

King Wealth Management Group’s El Paso Electric Company EE Stock Holding History

King Wealth Management Group’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,600
Closed -$442K – 114
2013
Q4 		$442K Hold
12,600
– – 0.25% 79
2013
Q3 		$421K Hold
12,600
– – 0.27% 71
2013
Q2 		$445K Buy
+12,600
New +$451K 0.31% 64

Other funds holding EE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

King Wealth Management Group's EE Position: Q1 2014 in Review

King Wealth Management Group sold out of El Paso Electric Company (EE) in Q1 2014, closing a stake of 12,600 shares — an estimated $442K sold.

King Wealth Management Group first reported a position in EE in Q2 2013 and held it in 3 quarters. The position peaked at $445K in Q2 2013. 168 funds tracked by Wall St. Rank hold EE as of Q1 2014.

  • King Wealth Management Group reported no remaining El Paso Electric Company position as of Q1 2014 after selling out during the quarter.
  • King Wealth Management Group sold 12,600 El Paso Electric Company shares in Q1 2014, an estimated $442K.
  • King Wealth Management Group first reported a position in El Paso Electric Company in Q2 2013 and held it in 3 quarters.
  • King Wealth Management Group's El Paso Electric Company position peaked at $445K in Q2 2013.
  • 168 funds tracked by Wall St. Rank held El Paso Electric Company as of Q1 2014.

Based on King Wealth Management Group's 13F filing for Q1 2014, filed 8 May 2014.