Ballew Advisors’s WEC Energy WEC Stock Holding History

Ballew 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
2018 Q4	–	Sell	-442	Closed	-$30K	–	436
2018 Q3	$30K	Hold	442	–	–	0.03%	206
2018 Q2	$29K	Hold	442	–	–	0.03%	211
2018 Q1	$28K	Buy	+442	New	+$27.4K	0.02%	214

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

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ballew Advisors's WEC Position: Q4 2018 in Review

Ballew Advisors sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 442 shares — an estimated $30K sold.

Ballew Advisors first reported a position in WEC in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Ballew Advisors reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 442 WEC Energy shares in Q4 2018, an estimated $30K.
Ballew Advisors first reported a position in WEC Energy in Q1 2018 and held it in 3 quarters.
Ballew Advisors's WEC Energy position peaked at $30K in Q3 2018.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.