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Systematic Financial Management’s MGE Energy Inc MGEE Stock Holding History

Systematic Financial 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
2014
Q1 		– Sell
-32,423
Closed -$1.25M – 710
2013
Q4 		$1.25M Sell
32,423
-118,872
-79% -$4.4M 0.01% 596
2013
Q3 		$5.5M Sell
151,295
-11,925
-7% -$445K 0.04% 313
2013
Q2 		$5.96M Buy
+163,220
New +$5.97M 0.05% 284

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Financial Management's MGEE Position: Q1 2014 in Review

Systematic Financial Management sold out of MGE Energy Inc (MGEE) in Q1 2014, closing a stake of 32,423 shares — an estimated $1.25M sold.

Systematic Financial Management first reported a position in MGEE in Q2 2013 and held it in 3 quarters. The position peaked at $5.96M in Q2 2013. 122 funds tracked by Wall St. Rank hold MGEE as of Q1 2014.

  • Systematic Financial Management reported no remaining MGE Energy Inc position as of Q1 2014 after selling out during the quarter.
  • Systematic Financial Management sold 32,423 MGE Energy Inc shares in Q1 2014, an estimated $1.25M.
  • Systematic Financial Management first reported a position in MGE Energy Inc in Q2 2013 and held it in 3 quarters.
  • Systematic Financial Management's MGE Energy Inc position peaked at $5.96M in Q2 2013.
  • 122 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2014.

Based on Systematic Financial Management's 13F filing for Q1 2014, filed 15 May 2014.