RFA
EDE

Reilly Financial Advisors’s Empire District Electric EDE Stock Holding History

Reilly Financial Advisors’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
Q2 		– Sell
-300
Closed -$7K – 1526
2015
Q1 		$7K Buy
+300
New +$8.16K ﹤0.01% 954
2013
Q3 		– Sell
-83
Closed -$2K – 856
2013
Q2 		$2K Buy
+83
New +$1.86K ﹤0.01% 786

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Reilly Financial Advisors's EDE Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Empire District Electric (EDE) in Q2 2015, closing a stake of 300 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in EDE in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 143 funds tracked by Wall St. Rank hold EDE as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Empire District Electric position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 300 Empire District Electric shares in Q2 2015, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Empire District Electric in Q2 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's Empire District Electric position peaked at $7K in Q1 2015.
  • 143 funds tracked by Wall St. Rank held Empire District Electric as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.