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Arbor Wealth Management (Florida)’s WEC Energy WEC Stock Holding History

Arbor Wealth Management (Florida)’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
-456
Closed -$36K – 243
2019
Q1 		$36K Hold
456
– – 0.02% 91
2018
Q4 		$32K Buy
+456
New +$32K 0.03% 90
2016
Q4 		– Sell
-456
Closed -$2.63M – 75
2016
Q3 		$2.63M Buy
+456
New +$28.5K 2.25% 15
2016
Q1 		– Sell
-456
Closed -$26K – 128
2015
Q4 		$26K Buy
+456
New +$23.3K 0.03% 115

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arbor Wealth Management (Florida)'s WEC Position: Q2 2019 in Review

Arbor Wealth Management (Florida) sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 456 shares — an estimated $36K sold.

Arbor Wealth Management (Florida) first reported a position in WEC in Q4 2015 and held it in 4 quarters. The position peaked at $2.63M in Q3 2016. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • Arbor Wealth Management (Florida) reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 456 WEC Energy shares in Q2 2019, an estimated $36K.
  • Arbor Wealth Management (Florida) first reported a position in WEC Energy in Q4 2015 and held it in 4 quarters.
  • Arbor Wealth Management (Florida)'s WEC Energy position peaked at $2.63M in Q3 2016.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q2 2019, filed 16 Jul 2019.