WA
EE

WFG Advisors’s El Paso Electric Company EE Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-1,503
Closed -$60K – 2288
2014
Q4 		$60K Hold
1,503
– – 0.01% 815
2014
Q3 		$55K Sell
1,503
-81
-5% -$3.07K 0.01% 892
2014
Q2 		$64K Sell
1,584
-14
-0.9% -$521 0.01% 824
2014
Q1 		$57K Hold
1,598
– – 0.01% 862
2013
Q4 		$56K Hold
1,598
– – 0.01% 960
2013
Q3 		$53K Hold
1,598
– – 0.01% 911
2013
Q2 		$56K Buy
+1,598
New +$57.2K 0.01% 848

Other funds holding EE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's EE Position: Q1 2015 in Review

WFG Advisors sold out of El Paso Electric Company (EE) in Q1 2015, closing a stake of 1,503 shares — an estimated $60K sold.

WFG Advisors first reported a position in EE in Q2 2013 and held it in 7 quarters. The position peaked at $64K in Q2 2014. 167 funds tracked by Wall St. Rank hold EE as of Q1 2015.

  • WFG Advisors reported no remaining El Paso Electric Company position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,503 El Paso Electric Company shares in Q1 2015, an estimated $60K.
  • WFG Advisors first reported a position in El Paso Electric Company in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's El Paso Electric Company position peaked at $64K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held El Paso Electric Company as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.