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Rational Advisors’s MGE Energy Inc MGEE Stock Holding History

Rational Advisors’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
-9,525
Closed -$538K – 268
2016
Q3 		$538K Hold
9,525
– – 0.35% 102
2016
Q2 		$538K Hold
9,525
– – 0.37% 80
2016
Q1 		$498K Buy
+9,525
New +$469K 0.33% 88

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

Rational Advisors's MGEE Position: Q4 2016 in Review

Rational Advisors sold out of MGE Energy Inc (MGEE) in Q4 2016, closing a stake of 9,525 shares — an estimated $538K sold.

Rational Advisors first reported a position in MGEE in Q1 2016 and held it in 3 quarters. The position peaked at $538K in Q3 2016. 168 funds tracked by Wall St. Rank hold MGEE as of Q4 2016.

  • Rational Advisors reported no remaining MGE Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 9,525 MGE Energy Inc shares in Q4 2016, an estimated $538K.
  • Rational Advisors first reported a position in MGE Energy Inc in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's MGE Energy Inc position peaked at $538K in Q3 2016.
  • 168 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.