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Calvert Investment Management’s WEC Energy WEC Stock Holding History

Calvert 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
2015
Q3 		– Sell
-9,452
Closed -$425K – 635
2015
Q2 		$425K Buy
+9,452
New +$454K 0.02% 399

Other funds holding WEC

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Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Calvert Investment Management's WEC Position: Q3 2015 in Review

Calvert Investment Management sold out of WEC Energy (WEC) in Q3 2015, closing a stake of 9,452 shares — an estimated $425K sold.

Calvert Investment Management first reported a position in WEC in Q2 2015 and held it in 1 quarter. The position peaked at $425K in Q2 2015. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

  • Calvert Investment Management reported no remaining WEC Energy position as of Q3 2015 after selling out during the quarter.
  • Calvert Investment Management sold 9,452 WEC Energy shares in Q3 2015, an estimated $425K.
  • Calvert Investment Management first reported a position in WEC Energy in Q2 2015 and held it in 1 quarter.
  • Calvert Investment Management's WEC Energy position peaked at $425K in Q2 2015.
  • 624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Calvert Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.