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Bridges Investment Counsel’s WEC Energy WEC Stock Holding History

Bridges Investment Counsel’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
-3,562
Closed -$219K – 141
2017
Q2 		$219K Sell
3,562
-1,338
-27% -$82.7K 0.05% 141
2017
Q1 		$297K Buy
+4,900
New +$289K 0.09% 109
2016
Q2 		– Sell
-3,665
Closed -$220K – 145
2016
Q1 		$220K Sell
3,665
-2,438
-40% -$136K 0.05% 145
2015
Q4 		$274K Hold
6,103
– – 0.05% 125
2015
Q3 		$274K Buy
+6,103
New +$297K 0.05% 125

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

Bridges Investment Counsel's WEC Position: Q3 2017 in Review

Bridges Investment Counsel sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 3,562 shares — an estimated $219K sold.

Bridges Investment Counsel first reported a position in WEC in Q3 2015 and held it in 5 quarters. The position peaked at $297K in Q1 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • Bridges Investment Counsel reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • Bridges Investment Counsel sold 3,562 WEC Energy shares in Q3 2017, an estimated $219K.
  • Bridges Investment Counsel first reported a position in WEC Energy in Q3 2015 and held it in 5 quarters.
  • Bridges Investment Counsel's WEC Energy position peaked at $297K in Q1 2017.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Bridges Investment Counsel's 13F filing for Q3 2017, filed 5 Oct 2017.