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BB&T Investment Services’s WEC Energy WEC Stock Holding History

BB&T Investment Services’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 		$123K Sell
1,865
-406
-18% -$27.2K 0.02% 366
2017
Q3 		$142K Sell
2,271
-177
-7% -$11.3K 0.03% 310
2017
Q2 		$150K Sell
2,448
-218
-8% -$13.5K 0.04% 282
2017
Q1 		$162K Buy
2,666
+245
+10% +$14.4K 0.06% 211
2016
Q4 		$143K Buy
+2,421
New +$139K 0.11% 174

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

BB&T Investment Services's WEC Position: Q4 2017 in Review

BB&T Investment Services reduced its WEC Energy (WEC) stake by 18% in Q4 2017, selling an estimated $27.2K and leaving 1,865 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #366.

BB&T Investment Services first reported a position in WEC in Q4 2016 and has held it in 5 quarters since. The position peaked at $162K in Q1 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • BB&T Investment Services held 1,865 shares of WEC Energy worth $123K as of Q4 2017.
  • BB&T Investment Services sold 406 WEC Energy shares in Q4 2017, an estimated $27.2K.
  • WEC Energy made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #366 holding.
  • BB&T Investment Services first reported a position in WEC Energy in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's WEC Energy position peaked at $162K in Q1 2017.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.