MFS
EDE

MSI Financial Services’s Empire District Electric EDE Stock Holding History

MSI Financial Services’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
2016
Q4 		$279K Buy
8,194
+2
+0% +$68 0.01% 945
2016
Q3 		$280K Buy
8,192
+2
+0% +$68 0.01% 907
2016
Q2 		$278K Buy
8,190
+2
+0% +$67 0.01% 874
2016
Q1 		$271K Buy
8,188
+2
+0% +$62 0.01% 841
2015
Q4 		$230K Buy
+8,186
New +$194K 0.01% 874

Other funds holding EDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MSI Financial Services's EDE Position: Q4 2016 in Review

MSI Financial Services increased its Empire District Electric (EDE) stake by 0.02% in Q4 2016, buying an estimated $68 and bringing the position to 8,194 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #945.

MSI Financial Services first reported a position in EDE in Q4 2015 and has held it in 5 quarters since. The position peaked at $280K in Q3 2016. 137 funds tracked by Wall St. Rank hold EDE as of Q4 2016.

  • MSI Financial Services held 8,194 shares of Empire District Electric worth $279K as of Q4 2016.
  • MSI Financial Services bought 2 Empire District Electric shares in Q4 2016, an estimated $68.
  • Empire District Electric made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #945 holding.
  • MSI Financial Services first reported a position in Empire District Electric in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Empire District Electric position peaked at $280K in Q3 2016.
  • 137 funds tracked by Wall St. Rank held Empire District Electric as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.