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Sonora Investment Management’s MGE Energy Inc MGEE Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-66
Closed -$3K – 1006
2015
Q3 		$3K Buy
+66
New +$2.61K ﹤0.01% 896

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management's MGEE Position: Q4 2015 in Review

Sonora Investment Management sold out of MGE Energy Inc (MGEE) in Q4 2015, closing a stake of 66 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in MGEE in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 131 funds tracked by Wall St. Rank hold MGEE as of Q4 2015.

  • Sonora Investment Management reported no remaining MGE Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 66 MGE Energy Inc shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in MGE Energy Inc in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's MGE Energy Inc position peaked at $3K in Q3 2015.
  • 131 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.