AP
WEC icon

Atwood & Palmer’s WEC Energy WEC Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-531
Closed -$33K – 318
2017
Q2 		$33K Hold
531
– – 0.01% 207
2017
Q1 		$32K Hold
531
– – 0.01% 195
2016
Q4 		$31K Sell
531
-1,800
-77% -$103K 0.01% 196
2016
Q3 		$140K Hold
2,331
– – 0.03% 130
2016
Q2 		$152K Hold
2,331
– – 0.03% 131
2016
Q1 		$140K Hold
2,331
– – 0.02% 129
2015
Q4 		$120K Hold
2,331
– – 0.02% 150
2015
Q3 		$122K Hold
2,331
– – 0.02% 142
2015
Q2 		$105K Buy
2,331
+531
+30% +$25.5K 0.02% 155
2015
Q1 		$89K Hold
1,800
– – 0.02% 160
2014
Q4 		$95K Hold
1,800
– – 0.02% 167
2014
Q3 		$77K Hold
1,800
– – 0.01% 177
2014
Q2 		$84K Buy
+1,800
New +$83.6K 0.02% 168

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Atwood & Palmer's WEC Position: Q3 2017 in Review

Atwood & Palmer sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 531 shares — an estimated $33K sold.

Atwood & Palmer first reported a position in WEC in Q2 2014 and held it in 13 quarters. The position peaked at $152K in Q2 2016. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • Atwood & Palmer reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • Atwood & Palmer sold 531 WEC Energy shares in Q3 2017, an estimated $33K.
  • Atwood & Palmer first reported a position in WEC Energy in Q2 2014 and held it in 13 quarters.
  • Atwood & Palmer's WEC Energy position peaked at $152K in Q2 2016.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Atwood & Palmer's 13F filing for Q3 2017, filed 16 Oct 2017.