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Tarbox Family Office’s MGE Energy Inc MGEE Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-1,052
Closed -$41K – 507
2014
Q1 		$41K Sell
1,052
-526
-33% -$20.1K 0.04% 123
2013
Q4 		$40K Buy
+1,578
New +$58.5K 0.03% 141

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Tarbox Family Office's MGEE Position: Q2 2014 in Review

Tarbox Family Office sold out of MGE Energy Inc (MGEE) in Q2 2014, closing a stake of 1,052 shares — an estimated $41K sold.

Tarbox Family Office first reported a position in MGEE in Q4 2013 and held it in 2 quarters. The position peaked at $41K in Q1 2014. 126 funds tracked by Wall St. Rank hold MGEE as of Q2 2014.

  • Tarbox Family Office reported no remaining MGE Energy Inc position as of Q2 2014 after selling out during the quarter.
  • Tarbox Family Office sold 1,052 MGE Energy Inc shares in Q2 2014, an estimated $41K.
  • Tarbox Family Office first reported a position in MGE Energy Inc in Q4 2013 and held it in 2 quarters.
  • Tarbox Family Office's MGE Energy Inc position peaked at $41K in Q1 2014.
  • 126 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2014.

Based on Tarbox Family Office's 13F filing for Q2 2014, filed 11 Jul 2014.