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BRC Investment Management’s WEC Energy WEC Stock Holding History

BRC 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
2013
Q4 		– Sell
-10,110
Closed -$408K – 168
2013
Q3 		$408K Buy
+10,110
New +$421K 0.06% 128

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BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BRC Investment Management's WEC Position: Q4 2013 in Review

BRC Investment Management sold out of WEC Energy (WEC) in Q4 2013, closing a stake of 10,110 shares — an estimated $408K sold.

BRC Investment Management first reported a position in WEC in Q3 2013 and held it in 1 quarter. The position peaked at $408K in Q3 2013. 489 funds tracked by Wall St. Rank hold WEC as of Q4 2013.

  • BRC Investment Management reported no remaining WEC Energy position as of Q4 2013 after selling out during the quarter.
  • BRC Investment Management sold 10,110 WEC Energy shares in Q4 2013, an estimated $408K.
  • BRC Investment Management first reported a position in WEC Energy in Q3 2013 and held it in 1 quarter.
  • BRC Investment Management's WEC Energy position peaked at $408K in Q3 2013.
  • 489 funds tracked by Wall St. Rank held WEC Energy as of Q4 2013.

Based on BRC Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.