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WFG Advisors’s MGE Energy Inc MGEE Stock Holding History

WFG 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
Q1 		– Sell
-27,552
Closed -$1.06M – 2135
2013
Q4 		$1.06M Sell
27,552
-10,938
-28% -$405K 0.15% 158
2013
Q3 		$1.4M Sell
38,490
-2,175
-5% -$81.2K 0.22% 113
2013
Q2 		$1.49M Buy
+40,665
New +$1.49M 0.25% 101

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's MGEE Position: Q1 2014 in Review

WFG Advisors sold out of MGE Energy Inc (MGEE) in Q1 2014, closing a stake of 27,552 shares — an estimated $1.06M sold.

WFG Advisors first reported a position in MGEE in Q2 2013 and held it in 3 quarters. The position peaked at $1.49M in Q2 2013. 122 funds tracked by Wall St. Rank hold MGEE as of Q1 2014.

  • WFG Advisors reported no remaining MGE Energy Inc position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 27,552 MGE Energy Inc shares in Q1 2014, an estimated $1.06M.
  • WFG Advisors first reported a position in MGE Energy Inc in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's MGE Energy Inc position peaked at $1.49M in Q2 2013.
  • 122 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.