Summit Trail Advisors’s MGE Energy Inc MGEE Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-50	Closed	-$3K	–	1177
2017 Q4	$3K	Buy	+50	New	+$3.25K	﹤0.01%	1556

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Trail Advisors's MGEE Position: Q1 2018 in Review

Summit Trail Advisors sold out of MGE Energy Inc (MGEE) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in MGEE in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 152 funds tracked by Wall St. Rank hold MGEE as of Q1 2018.

Summit Trail Advisors reported no remaining MGE Energy Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 50 MGE Energy Inc shares in Q1 2018, an estimated $3K.
Summit Trail Advisors first reported a position in MGE Energy Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's MGE Energy Inc position peaked at $3K in Q4 2017.
152 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.