Amica Retiree Medical Trust’s WEC Energy WEC Stock Holding History

Amica Retiree Medical Trust’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
2020 Q4	–	Sell	-1,478	Closed	-$143K	–	161
2020 Q3	$143K	Hold	1,478	–	–	0.11%	153
2020 Q2	$130K	Hold	1,478	–	–	0.1%	183
2020 Q1	$130K	Hold	1,478	–	–	0.12%	196
2019 Q4	$136K	Hold	1,478	–	–	0.11%	238
2019 Q3	$141K	Hold	1,478	–	–	0.11%	242
2019 Q2	$123K	Hold	1,478	–	–	0.1%	232
2019 Q1	$117K	Hold	1,478	–	–	0.1%	232
2018 Q4	$102K	Hold	1,478	–	–	0.1%	231
2018 Q3	$99K	Hold	1,478	–	–	0.08%	252
2018 Q2	$96K	Hold	1,478	–	–	0.08%	252
2018 Q1	$93K	Sell	1,478 -386	-21%	-$23.9K	0.08%	263
2017 Q4	$124K	Hold	1,864	–	–	0.09%	235
2017 Q3	$117K	Hold	1,864	–	–	0.09%	249
2017 Q2	$114K	Hold	1,864	–	–	0.09%	248
2017 Q1	$113K	Hold	1,864	–	–	0.09%	245
2016 Q4	$109K	Buy	+1,864	New	+$107K	0.09%	262
2016 Q1	–	Sell	-661	Closed	-$34K	–	433
2015 Q4	$34K	Hold	661	–	–	0.03%	371
2015 Q3	$35K	Sell	661 -1	-0.2%	-$49	0.03%	348
2015 Q2	$30K	Buy	+662	New	+$31.8K	0.03%	356

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amica Retiree Medical Trust's WEC Position: Q4 2020 in Review

Amica Retiree Medical Trust sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 1,478 shares — an estimated $143K sold.

Amica Retiree Medical Trust first reported a position in WEC in Q2 2015 and held it in 19 quarters. The position peaked at $143K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Amica Retiree Medical Trust reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Amica Retiree Medical Trust sold 1,478 WEC Energy shares in Q4 2020, an estimated $143K.
Amica Retiree Medical Trust first reported a position in WEC Energy in Q2 2015 and held it in 19 quarters.
Amica Retiree Medical Trust's WEC Energy position peaked at $143K in Q3 2020.
962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2020, filed 10 Feb 2021.