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1919 Investment Counsel’s WEC Energy WEC Stock Holding History

1919 Investment Counsel’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$65K Hold
1,500
– – ﹤0.01% 673
2014
Q2 		$71K Hold
1,500
– – ﹤0.01% 661
2014
Q1 		$70K Sell
1,500
-1,486
-50% -$64K ﹤0.01% 646
2013
Q4 		$124K Hold
2,986
– – ﹤0.01% 585
2013
Q3 		$121K Hold
2,986
– – ﹤0.01% 577
2013
Q2 		$123K Buy
+2,986
New +$127K ﹤0.01% 558

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

1919 Investment Counsel's WEC Position: Q3 2014 in Review

1919 Investment Counsel held its WEC Energy (WEC) position steady in Q3 2014 at 1,500 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

1919 Investment Counsel first reported a position in WEC in Q2 2013 and has held it in 6 quarters since. The position peaked at $124K in Q4 2013. 517 funds tracked by Wall St. Rank hold WEC as of Q3 2014.

  • 1919 Investment Counsel held 1,500 shares of WEC Energy worth $65K as of Q3 2014.
  • 1919 Investment Counsel left its WEC Energy share count unchanged in Q3 2014.
  • WEC Energy made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #673 holding.
  • 1919 Investment Counsel first reported a position in WEC Energy in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's WEC Energy position peaked at $124K in Q4 2013.
  • 517 funds tracked by Wall St. Rank held WEC Energy as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.