NAM
EDE

Netols Asset Management’s Empire District Electric EDE Stock Holding History

Netols Asset Management’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
2014
Q1 		– Sell
-260,270
Closed -$5.91M – 74
2013
Q4 		$5.91M Sell
260,270
-28,326
-10% -$636K 0.9% 68
2013
Q3 		$6.25M Sell
288,596
-20,885
-7% -$468K 0.94% 66
2013
Q2 		$6.91M Buy
+309,481
New +$6.92M 1.08% 63

Other funds holding EDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Netols Asset Management's EDE Position: Q1 2014 in Review

Netols Asset Management sold out of Empire District Electric (EDE) in Q1 2014, closing a stake of 260,270 shares — an estimated $5.91M sold.

Netols Asset Management first reported a position in EDE in Q2 2013 and held it in 3 quarters. The position peaked at $6.91M in Q2 2013. 147 funds tracked by Wall St. Rank hold EDE as of Q1 2014.

  • Netols Asset Management reported no remaining Empire District Electric position as of Q1 2014 after selling out during the quarter.
  • Netols Asset Management sold 260,270 Empire District Electric shares in Q1 2014, an estimated $5.91M.
  • Netols Asset Management first reported a position in Empire District Electric in Q2 2013 and held it in 3 quarters.
  • Netols Asset Management's Empire District Electric position peaked at $6.91M in Q2 2013.
  • 147 funds tracked by Wall St. Rank held Empire District Electric as of Q1 2014.

Based on Netols Asset Management's 13F filing for Q1 2014, filed 9 May 2014.