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Waverly Advisors’s MGE Energy Inc MGEE Stock Holding History

Waverly 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
2014
Q4 		– Sell
-900
Closed -$34K – 573
2014
Q3 		$34K Hold
900
– – 0.02% 270
2014
Q2 		$36K Buy
+900
New +$34.3K 0.02% 266

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Waverly Advisors's MGEE Position: Q4 2014 in Review

Waverly Advisors sold out of MGE Energy Inc (MGEE) in Q4 2014, closing a stake of 900 shares — an estimated $34K sold.

Waverly Advisors first reported a position in MGEE in Q2 2014 and held it in 2 quarters. The position peaked at $36K in Q2 2014. 121 funds tracked by Wall St. Rank hold MGEE as of Q4 2014.

  • Waverly Advisors reported no remaining MGE Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 900 MGE Energy Inc shares in Q4 2014, an estimated $34K.
  • Waverly Advisors first reported a position in MGE Energy Inc in Q2 2014 and held it in 2 quarters.
  • Waverly Advisors's MGE Energy Inc position peaked at $36K in Q2 2014.
  • 121 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.