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Vident Investment Advisory’s MGE Energy Inc MGEE Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-4,233
Closed -$267K – 973
2018
Q2 		$267K Sell
4,233
-278
-6% -$16.2K 0.01% 820
2018
Q1 		$258K Buy
+4,511
New +$257K 0.01% 810

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Vident Investment Advisory's MGEE Position: Q3 2018 in Review

Vident Investment Advisory sold out of MGE Energy Inc (MGEE) in Q3 2018, closing a stake of 4,233 shares — an estimated $267K sold.

Vident Investment Advisory first reported a position in MGEE in Q1 2018 and held it in 2 quarters. The position peaked at $267K in Q2 2018. 152 funds tracked by Wall St. Rank hold MGEE as of Q3 2018.

  • Vident Investment Advisory reported no remaining MGE Energy Inc position as of Q3 2018 after selling out during the quarter.
  • Vident Investment Advisory sold 4,233 MGE Energy Inc shares in Q3 2018, an estimated $267K.
  • Vident Investment Advisory first reported a position in MGE Energy Inc in Q1 2018 and held it in 2 quarters.
  • Vident Investment Advisory's MGE Energy Inc position peaked at $267K in Q2 2018.
  • 152 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2018.

Based on Vident Investment Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.