Mark Sheptoff Financial Planning’s Empire District Electric EDE Stock Holding History

Mark Sheptoff Financial Planning’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
2017 Q1	–	Sell	-4,000	Closed	-$136K	–	384
2016 Q4	$136K	Hold	4,000	–	–	0.1%	122
2016 Q3	$137K	Hold	4,000	–	–	0.1%	115
2016 Q2	$136K	Hold	4,000	–	–	0.1%	109
2016 Q1	$132K	Hold	4,000	–	–	0.11%	109
2015 Q4	$112K	Hold	4,000	–	–	0.09%	126
2015 Q3	$88K	Hold	4,000	–	–	0.08%	140
2015 Q2	$87K	Hold	4,000	–	–	0.07%	148
2015 Q1	$99K	Hold	4,000	–	–	0.08%	139
2014 Q4	$119K	Hold	4,000	–	–	0.11%	123
2014 Q3	$97K	Hold	4,000	–	–	0.09%	145
2014 Q2	$103K	Hold	4,000	–	–	0.09%	140
2014 Q1	$97K	Buy	+4,000	New	+$93K	0.09%	147

Other funds holding EDE

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Mark Sheptoff Financial Planning's EDE Position: Q1 2017 in Review

Mark Sheptoff Financial Planning sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 4,000 shares — an estimated $136K sold.

Mark Sheptoff Financial Planning first reported a position in EDE in Q1 2014 and held it in 12 quarters. The position peaked at $137K in Q3 2016. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

Mark Sheptoff Financial Planning reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 4,000 Empire District Electric shares in Q1 2017, an estimated $136K.
Mark Sheptoff Financial Planning first reported a position in Empire District Electric in Q1 2014 and held it in 12 quarters.
Mark Sheptoff Financial Planning's Empire District Electric position peaked at $137K in Q3 2016.
1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2017, filed 8 May 2017.