NSIM
EDE

North Star Investment Management’s Empire District Electric EDE Stock Holding History

North Star Investment 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
2017
Q1 		– Sell
-24,200
Closed -$825K – 1110
2016
Q4 		$825K Hold
24,200
– – 0.12% 182
2016
Q3 		$826K Hold
24,200
– – 0.15% 165
2016
Q2 		$822K Hold
24,200
– – 0.15% 165
2016
Q1 		$800K Hold
24,200
– – 0.15% 165
2015
Q4 		$679K Hold
24,200
– – 0.13% 172
2015
Q3 		$533K Buy
24,200
+2,000
+9% +$44.6K 0.11% 206
2015
Q2 		$484K Hold
22,200
– – 0.09% 219
2015
Q1 		$551K Buy
22,200
+2,000
+10% +$54.4K 0.1% 206
2014
Q4 		$601K Hold
20,200
– – 0.11% 188
2014
Q3 		$488K Buy
20,200
+1,425
+8% +$35.8K 0.1% 196
2014
Q2 		$482K Hold
18,775
– – 0.1% 200
2014
Q1 		$457K Buy
18,775
+1,500
+9% +$34.9K 0.1% 202
2013
Q4 		$392K Hold
17,275
– – 0.09% 231
2013
Q3 		$374K Buy
17,275
+2,975
+21% +$66.7K 0.1% 204
2013
Q2 		$319K Buy
+14,300
New +$320K 0.08% 216

Other funds holding EDE

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

North Star Investment Management's EDE Position: Q1 2017 in Review

North Star Investment Management sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 24,200 shares — an estimated $825K sold.

North Star Investment Management first reported a position in EDE in Q2 2013 and held it in 15 quarters. The position peaked at $826K in Q3 2016. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

  • North Star Investment Management reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
  • North Star Investment Management sold 24,200 Empire District Electric shares in Q1 2017, an estimated $825K.
  • North Star Investment Management first reported a position in Empire District Electric in Q2 2013 and held it in 15 quarters.
  • North Star Investment Management's Empire District Electric position peaked at $826K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on North Star Investment Management's 13F filing for Q1 2017, filed 28 Apr 2017.