WA
EDE

WFG Advisors’s Empire District Electric EDE Stock Holding History

WFG 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
2015
Q2 		– Sell
-232
Closed -$6K – 1925
2015
Q1 		$6K Sell
232
-300
-56% -$8.16K ﹤0.01% 1348
2014
Q4 		$16K Hold
532
– – ﹤0.01% 1317
2014
Q3 		$13K Hold
532
– – ﹤0.01% 1427
2014
Q2 		$14K Hold
532
– – ﹤0.01% 1405
2014
Q1 		$13K Hold
532
– – ﹤0.01% 1408
2013
Q4 		$12K Hold
532
– – ﹤0.01% 1536
2013
Q3 		$12K Hold
532
– – ﹤0.01% 1475
2013
Q2 		$12K Buy
+532
New +$11.9K ﹤0.01% 1408

Other funds holding EDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's EDE Position: Q2 2015 in Review

WFG Advisors sold out of Empire District Electric (EDE) in Q2 2015, closing a stake of 232 shares — an estimated $6K sold.

WFG Advisors first reported a position in EDE in Q2 2013 and held it in 8 quarters. The position peaked at $16K in Q4 2014. 143 funds tracked by Wall St. Rank hold EDE as of Q2 2015.

  • WFG Advisors reported no remaining Empire District Electric position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 232 Empire District Electric shares in Q2 2015, an estimated $6K.
  • WFG Advisors first reported a position in Empire District Electric in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Empire District Electric position peaked at $16K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held Empire District Electric as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.