Stifel Financial
EE

Stifel Financial’s El Paso Electric Company EE Stock Holding History

Stifel Financial’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
2018
Q4 		– Sell
-3,536
Closed -$201K – 2929
2018
Q3 		$201K Buy
+3,536
New +$217K ﹤0.01% 2582
2018
Q1 		– Sell
-9,086
Closed -$506K – 2843
2017
Q4 		$506K Buy
9,086
+1,102
+14% +$63.9K ﹤0.01% 1909
2017
Q3 		$444K Buy
7,984
+490
+7% +$26.3K ﹤0.01% 1957
2017
Q2 		$385K Buy
7,494
+476
+7% +$24.9K ﹤0.01% 2011
2017
Q1 		$357K Buy
7,018
+494
+8% +$23.4K ﹤0.01% 2002
2016
Q4 		$302K Buy
6,524
+852
+15% +$38.6K ﹤0.01% 2041
2016
Q3 		$264K Sell
5,672
-330
-5% -$15.4K ﹤0.01% 2054
2016
Q2 		$284K Buy
6,002
+91
+2% +$4.11K ﹤0.01% 2069
2016
Q1 		$271K Sell
5,911
-275
-4% -$11.3K ﹤0.01% 1863
2015
Q4 		$239K Buy
6,186
+27
+0.4% +$1.03K ﹤0.01% 2031
2015
Q3 		$227K Buy
+6,159
New +$221K ﹤0.01% 1962
2015
Q2 		– Sell
-5,203
Closed -$201K – 2511
2015
Q1 		$201K Buy
+5,203
New +$201K ﹤0.01% 2116

Other funds holding EE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial's EE Position: Q4 2018 in Review

Stifel Financial sold out of El Paso Electric Company (EE) in Q4 2018, closing a stake of 3,536 shares — an estimated $201K sold.

Stifel Financial first reported a position in EE in Q1 2015 and held it in 12 quarters. The position peaked at $506K in Q4 2017. 212 funds tracked by Wall St. Rank hold EE as of Q4 2018.

  • Stifel Financial reported no remaining El Paso Electric Company position as of Q4 2018 after selling out during the quarter.
  • Stifel Financial sold 3,536 El Paso Electric Company shares in Q4 2018, an estimated $201K.
  • Stifel Financial first reported a position in El Paso Electric Company in Q1 2015 and held it in 12 quarters.
  • Stifel Financial's El Paso Electric Company position peaked at $506K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held El Paso Electric Company as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.