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Brinker Capital’s WEC Energy WEC Stock Holding History

Brinker Capital’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
2020
Q2 		$329K Buy
3,750
+691
+23% +$62.3K 0.01% 798
2020
Q1 		$270K Buy
3,059
+717
+31% +$69K 0.01% 799
2019
Q4 		$216K Buy
+2,342
New +$214K 0.01% 920
2019
Q3 		– Sell
-3,287
Closed -$274K – 984
2019
Q2 		$274K Buy
3,287
+146
+5% +$11.7K 0.01% 837
2019
Q1 		$248K Sell
3,141
-2,872
-48% -$213K 0.01% 845
2018
Q4 		$416K Sell
6,013
-815
-12% -$57.2K 0.02% 651
2018
Q3 		$456K Buy
6,828
+2,286
+50% +$152K 0.02% 752
2018
Q2 		$294K Buy
+4,542
New +$282K 0.01% 866

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return