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Bellwether Investment Group’s WEC Energy WEC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-702
Closed -$43K – 612
2017
Q1 		$43K Buy
702
+66
+10% +$3.89K 0.11% 166
2016
Q4 		$37K Buy
+636
New +$36.5K 0.03% 325
2016
Q2 		$94K Buy
+1,444
New +$86.8K 0.1% 177

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Bellwether Investment Group's WEC Position: Q2 2017 in Review

Bellwether Investment Group sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 702 shares — an estimated $43K sold.

Bellwether Investment Group first reported a position in WEC in Q2 2016 and held it in 3 quarters. The position peaked at $94K in Q2 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

  • Bellwether Investment Group reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 702 WEC Energy shares in Q2 2017, an estimated $43K.
  • Bellwether Investment Group first reported a position in WEC Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's WEC Energy position peaked at $94K in Q2 2016.
  • 710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.