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Vantage Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Vantage Investment 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
-630
Closed -$40K – 833
2017
Q4 		$40K Hold
630
– – 0.01% 328
2017
Q3 		$41K Hold
630
– – 0.01% 305
2017
Q2 		$41K Buy
+630
New +$41.1K 0.01% 295

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vantage Investment Advisors's MGEE Position: Q1 2018 in Review

Vantage Investment Advisors sold out of MGE Energy Inc (MGEE) in Q1 2018, closing a stake of 630 shares — an estimated $40K sold.

Vantage Investment Advisors first reported a position in MGEE in Q2 2017 and held it in 3 quarters. The position peaked at $41K in Q3 2017. 152 funds tracked by Wall St. Rank hold MGEE as of Q1 2018.

  • Vantage Investment Advisors reported no remaining MGE Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 630 MGE Energy Inc shares in Q1 2018, an estimated $40K.
  • Vantage Investment Advisors first reported a position in MGE Energy Inc in Q2 2017 and held it in 3 quarters.
  • Vantage Investment Advisors's MGE Energy Inc position peaked at $41K in Q3 2017.
  • 152 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.