ZIM
EDE

Zacks Investment Management’s Empire District Electric EDE Stock Holding History

Zacks Investment Management’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
2014
Q2 		– Sell
-9,814
Closed -$239K – 851
2014
Q1 		$239K Buy
+9,814
New +$228K 0.01% 591
2013
Q4 		– Sell
-12,004
Closed -$260K – 833
2013
Q3 		$260K Sell
12,004
-415
-3% -$9.3K 0.01% 557
2013
Q2 		$277K Buy
+12,419
New +$278K 0.01% 489

Other funds holding EDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Zacks Investment Management's EDE Position: Q2 2014 in Review

Zacks Investment Management sold out of Empire District Electric (EDE) in Q2 2014, closing a stake of 9,814 shares — an estimated $239K sold.

Zacks Investment Management first reported a position in EDE in Q2 2013 and held it in 3 quarters. The position peaked at $277K in Q2 2013. 150 funds tracked by Wall St. Rank hold EDE as of Q2 2014.

  • Zacks Investment Management reported no remaining Empire District Electric position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 9,814 Empire District Electric shares in Q2 2014, an estimated $239K.
  • Zacks Investment Management first reported a position in Empire District Electric in Q2 2013 and held it in 3 quarters.
  • Zacks Investment Management's Empire District Electric position peaked at $277K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Empire District Electric as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.