American Research & Management Company’s WEC Energy WEC Stock Holding History

American Research & Management Company’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
2019 Q2	–	Sell	-141	Closed	-$11K	–	374
2019 Q1	$11K	Hold	141	–	–	﹤0.01%	316
2018 Q4	$10K	Hold	141	–	–	﹤0.01%	273
2018 Q3	$9K	Hold	141	–	–	﹤0.01%	292
2018 Q2	$9K	Hold	141	–	–	﹤0.01%	273
2018 Q1	$9K	Hold	141	–	–	﹤0.01%	305
2017 Q4	$9K	Hold	141	–	–	﹤0.01%	305
2017 Q3	$9K	Hold	141	–	–	﹤0.01%	276
2017 Q2	$9K	Hold	141	–	–	﹤0.01%	269
2017 Q1	$9K	Hold	141	–	–	﹤0.01%	258
2016 Q4	$8K	Hold	141	–	–	﹤0.01%	281
2016 Q3	$8K	Hold	141	–	–	﹤0.01%	291
2016 Q2	$9K	Hold	141	–	–	﹤0.01%	267
2016 Q1	$8K	Hold	141	–	–	﹤0.01%	281
2015 Q4	$7K	Hold	141	–	–	﹤0.01%	293
2015 Q3	$7K	Hold	141	–	–	﹤0.01%	302
2015 Q2	$6K	Buy	+141	New	+$6.77K	﹤0.01%	322

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Research & Management Company's WEC Position: Q2 2019 in Review

American Research & Management Company sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 141 shares — an estimated $11K sold.

American Research & Management Company first reported a position in WEC in Q2 2015 and held it in 16 quarters. The position peaked at $11K in Q1 2019. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

American Research & Management Company reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
American Research & Management Company sold 141 WEC Energy shares in Q2 2019, an estimated $11K.
American Research & Management Company first reported a position in WEC Energy in Q2 2015 and held it in 16 quarters.
American Research & Management Company's WEC Energy position peaked at $11K in Q1 2019.
854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on American Research & Management Company's 13F filing for Q2 2019, filed 18 Jul 2019.