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Arlington Financial Advisors’s WEC Energy WEC Stock Holding History

Arlington Financial Advisors’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
-4,055
Closed -$321K – 58
2019
Q1 		$321K Buy
+4,055
New +$301K 0.18% 45

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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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arlington Financial Advisors's WEC Position: Q2 2019 in Review

Arlington Financial Advisors sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 4,055 shares — an estimated $321K sold.

Arlington Financial Advisors first reported a position in WEC in Q1 2019 and held it in 1 quarter. The position peaked at $321K in Q1 2019. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • Arlington Financial Advisors reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 4,055 WEC Energy shares in Q2 2019, an estimated $321K.
  • Arlington Financial Advisors first reported a position in WEC Energy in Q1 2019 and held it in 1 quarter.
  • Arlington Financial Advisors's WEC Energy position peaked at $321K in Q1 2019.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Arlington Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.