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Acrospire Investment Management’s WEC Energy WEC Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,017
Closed -$62K – 1414
2017
Q2 		$62K Buy
1,017
+1,000
+5,882% +$61.8K 0.06% 657
2017
Q1 		$1K Sell
17
-1,400
-99% -$82.5K ﹤0.01% 2158
2016
Q4 		$83K Buy
+1,417
New +$81.3K 0.03% 1062

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acrospire Investment Management's WEC Position: Q3 2017 in Review

Acrospire Investment Management sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 1,017 shares — an estimated $62K sold.

Acrospire Investment Management first reported a position in WEC in Q4 2016 and held it in 3 quarters. The position peaked at $83K in Q4 2016. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • Acrospire Investment Management reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,017 WEC Energy shares in Q3 2017, an estimated $62K.
  • Acrospire Investment Management first reported a position in WEC Energy in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's WEC Energy position peaked at $83K in Q4 2016.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.