OIA
EE

OneDigital Investment Advisors’s El Paso Electric Company EE Stock Holding History

OneDigital Investment Advisors’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$33K – 1327
2019
Q2 		$33K Sell
500
-500
-50% -$30.7K ﹤0.01% 662
2019
Q1 		$59K Hold
1,000
– – 0.01% 464
2018
Q4 		$50K Hold
1,000
– – 0.01% 461
2018
Q3 		$57K Hold
1,000
– – 0.01% 386
2018
Q2 		$59K Buy
1,000
+500
+100% +$27.2K 0.01% 451
2018
Q1 		$26K Hold
500
– – 0.01% 725
2017
Q4 		$28K Hold
500
– – ﹤0.01% 688
2017
Q3 		$28K Hold
500
– – 0.01% 540
2017
Q2 		$26K Buy
+500
New +$26.1K 0.01% 671

Other funds holding EE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's EE Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of El Paso Electric Company (EE) in Q3 2019, closing a stake of 500 shares — an estimated $33K sold.

OneDigital Investment Advisors first reported a position in EE in Q2 2017 and held it in 9 quarters. The position peaked at $59K in Q1 2019. 204 funds tracked by Wall St. Rank hold EE as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining El Paso Electric Company position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 500 El Paso Electric Company shares in Q3 2019, an estimated $33K.
  • OneDigital Investment Advisors first reported a position in El Paso Electric Company in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's El Paso Electric Company position peaked at $59K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held El Paso Electric Company as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.