NFG
EDE

Next Financial Group’s Empire District Electric EDE Stock Holding History

Next Financial Group’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
2015
Q1 		– Sell
-250
Closed -$7K – 2088
2014
Q4 		$7K Hold
250
– – ﹤0.01% 1419
2014
Q3 		$6K Hold
250
– – ﹤0.01% 2031
2014
Q2 		$6K Buy
+250
New +$6.05K ﹤0.01% 907

Other funds holding EDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Next Financial Group's EDE Position: Q1 2015 in Review

Next Financial Group sold out of Empire District Electric (EDE) in Q1 2015, closing a stake of 250 shares — an estimated $7K sold.

Next Financial Group first reported a position in EDE in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 147 funds tracked by Wall St. Rank hold EDE as of Q1 2015.

  • Next Financial Group reported no remaining Empire District Electric position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 250 Empire District Electric shares in Q1 2015, an estimated $7K.
  • Next Financial Group first reported a position in Empire District Electric in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's Empire District Electric position peaked at $7K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Empire District Electric as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.