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Artemis Investment Management’s WEC Energy WEC Stock Holding History

Artemis 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
Q4 		– Sell
-271,145
Closed -$17M – 245
2017
Q3 		$17M Buy
271,145
+19,786
+8% +$1.26M 0.35% 81
2017
Q2 		$15.4M Buy
+251,359
New +$15.5M 0.37% 67
2016
Q4 		– Sell
-4,072
Closed -$244K – 256
2016
Q3 		$244K Sell
4,072
-4,798
-54% -$300K 0.01% 205
2016
Q2 		$579K Sell
8,870
-206,209
-96% -$12.4M 0.02% 214
2016
Q1 		$12.9M Sell
215,079
-14,260
-6% -$798K 0.33% 74
2015
Q4 		$11.8M Sell
229,339
-17,808
-7% -$909K 0.29% 83
2015
Q3 		$12.9M Buy
+247,147
New +$12M 0.38% 60
2015
Q2 		– Sell
-5,313
Closed -$263K – 289
2015
Q1 		$263K Sell
5,313
-55,966
-91% -$2.93M 0.01% 228
2014
Q4 		$3.23M Buy
61,279
+60,583
+8,704% +$2.97M 0.13% 153
2014
Q3 		$30K Buy
+696
New +$30.9K ﹤0.01% 173

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Artemis Investment Management's WEC Position: Q4 2017 in Review

Artemis Investment Management sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 271,145 shares — an estimated $17M sold.

Artemis Investment Management first reported a position in WEC in Q3 2014 and held it in 10 quarters. The position peaked at $17M in Q3 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • Artemis Investment Management reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • Artemis Investment Management sold 271,145 WEC Energy shares in Q4 2017, an estimated $17M.
  • Artemis Investment Management first reported a position in WEC Energy in Q3 2014 and held it in 10 quarters.
  • Artemis Investment Management's WEC Energy position peaked at $17M in Q3 2017.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Artemis Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.