TWA
EDE

TCI Wealth Advisors’s Empire District Electric EDE Stock Holding History

TCI Wealth Advisors’s Portfolio EDE Stock Details EDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,248
Closed -$452K – 1478
2016
Q4 		$452K Sell
13,248
-223
-2% -$7.63K 0.24% 74
2016
Q3 		$460K Hold
13,471
– – 0.25% 73
2016
Q2 		$458K Hold
13,471
– – 0.25% 74
2016
Q1 		$445K Buy
13,471
+3,108
+30% +$96.7K 0.25% 76
2015
Q4 		$291K Hold
10,363
– – 0.16% 105
2015
Q3 		$228K Buy
10,363
+200
+2% +$4.46K 0.14% 118
2015
Q2 		$222K Buy
+10,163
New +$239K 0.13% 122

Other funds holding EDE

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

TCI Wealth Advisors's EDE Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 13,248 shares — an estimated $452K sold.

TCI Wealth Advisors first reported a position in EDE in Q2 2015 and held it in 7 quarters. The position peaked at $460K in Q3 2016. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 13,248 Empire District Electric shares in Q1 2017, an estimated $452K.
  • TCI Wealth Advisors first reported a position in Empire District Electric in Q2 2015 and held it in 7 quarters.
  • TCI Wealth Advisors's Empire District Electric position peaked at $460K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.