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Moody Aldrich Partners’s MGE Energy Inc MGEE Stock Holding History

Moody Aldrich Partners’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
Q4 		– Sell
-16,995
Closed -$960K – 98
2016
Q3 		$960K Buy
16,995
+1,790
+12% +$101K 0.67% 71
2016
Q2 		$859K Buy
15,205
+7,685
+102% +$398K 0.71% 73
2016
Q1 		$393K Buy
+7,520
New +$370K 0.83% 68

Other funds holding MGEE

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
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 16.07% 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

Moody Aldrich Partners's MGEE Position: Q4 2016 in Review

Moody Aldrich Partners sold out of MGE Energy Inc (MGEE) in Q4 2016, closing a stake of 16,995 shares — an estimated $960K sold.

Moody Aldrich Partners first reported a position in MGEE in Q1 2016 and held it in 3 quarters. The position peaked at $960K in Q3 2016. 168 funds tracked by Wall St. Rank hold MGEE as of Q4 2016.

  • Moody Aldrich Partners reported no remaining MGE Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Moody Aldrich Partners sold 16,995 MGE Energy Inc shares in Q4 2016, an estimated $960K.
  • Moody Aldrich Partners first reported a position in MGE Energy Inc in Q1 2016 and held it in 3 quarters.
  • Moody Aldrich Partners's MGE Energy Inc position peaked at $960K in Q3 2016.
  • 168 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2016.

Based on Moody Aldrich Partners's 13F filing for Q4 2016, filed 17 Jan 2017.