WAM
EE

Wealthspire Advisors (Maryland)’s El Paso Electric Company EE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-107
Closed -$6K – 2530
2019
Q1 		$6K Buy
107
+40
+60% +$2.16K ﹤0.01% 1793
2018
Q4 		$3K Sell
67
-28
-29% -$1.58K ﹤0.01% 2041
2018
Q3 		$5K Buy
95
+28
+42% +$1.71K ﹤0.01% 1866
2018
Q2 		$4K Buy
67
+11
+20% +$599 ﹤0.01% 1961
2018
Q1 		$3K Buy
56
+19
+51% +$961 ﹤0.01% 2118
2017
Q4 		$2K Buy
37
+27
+270% +$1.56K ﹤0.01% 2231
2017
Q3 		$1K Buy
+10
New +$536 ﹤0.01% 2224
2017
Q1 		– Sell
-278
Closed -$13K – 2121
2016
Q4 		$13K Sell
278
-1,144
-80% -$51.9K ﹤0.01% 1155
2016
Q3 		$67K Buy
1,422
+32
+2% +$1.49K 0.01% 705
2016
Q2 		$66K Buy
1,390
+613
+79% +$27.7K 0.01% 658
2016
Q1 		$36K Buy
+777
New +$31.9K 0.01% 789

Other funds holding EE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of El Paso Electric Company (EE) in Q2 2019, closing a stake of 107 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in EE in Q1 2016 and held it in 11 quarters. The position peaked at $67K in Q3 2016. 215 funds tracked by Wall St. Rank hold EE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining El Paso Electric Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 107 El Paso Electric Company shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in El Paso Electric Company in Q1 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s El Paso Electric Company position peaked at $67K in Q3 2016.
  • 215 funds tracked by Wall St. Rank held El Paso Electric Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.