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Numeric Investors’s MGE Energy Inc MGEE Stock Holding History

Numeric Investors’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
-4,460
Closed -$252K – 1123
2016
Q3 		$252K Sell
4,460
-100
-2% -$5.63K ﹤0.01% 970
2016
Q2 		$258K Buy
+4,560
New +$236K ﹤0.01% 915
2016
Q1 		– Sell
-9,410
Closed -$437K – 1071
2015
Q4 		$437K Sell
9,410
-30,200
-76% -$1.29M ﹤0.01% 754
2015
Q3 		$1.63M Buy
39,610
+3,100
+8% +$122K 0.02% 431
2015
Q2 		$1.41M Sell
36,510
-21,500
-37% -$871K 0.02% 437
2015
Q1 		$2.57M Buy
58,010
+51,900
+849% +$2.3M 0.03% 328
2014
Q4 		$279K Buy
+6,110
New +$265K ﹤0.01% 724

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

Numeric Investors's MGEE Position: Q4 2016 in Review

Numeric Investors sold out of MGE Energy Inc (MGEE) in Q4 2016, closing a stake of 4,460 shares — an estimated $252K sold.

Numeric Investors first reported a position in MGEE in Q4 2014 and held it in 7 quarters. The position peaked at $2.57M in Q1 2015. 168 funds tracked by Wall St. Rank hold MGEE as of Q4 2016.

  • Numeric Investors reported no remaining MGE Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Numeric Investors sold 4,460 MGE Energy Inc shares in Q4 2016, an estimated $252K.
  • Numeric Investors first reported a position in MGE Energy Inc in Q4 2014 and held it in 7 quarters.
  • Numeric Investors's MGE Energy Inc position peaked at $2.57M in Q1 2015.
  • 168 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2016.

Based on Numeric Investors's 13F filing for Q4 2016, filed 13 Feb 2017.