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CI Global Investments’s WEC Energy WEC Stock Holding History

CI Global Investments’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
2016
Q4 		– Sell
-200
Closed -$12K – 103
2016
Q3 		$12K Sell
200
-50
-20% -$3.12K ﹤0.01% 98
2016
Q2 		$16K Hold
250
– – ﹤0.01% 114
2016
Q1 		$15K Buy
+250
New +$14K ﹤0.01% 107

Other funds holding WEC

Vanguard Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

CI Global Investments's WEC Position: Q4 2016 in Review

CI Global Investments sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 200 shares — an estimated $12K sold.

CI Global Investments first reported a position in WEC in Q1 2016 and held it in 3 quarters. The position peaked at $16K in Q2 2016. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • CI Global Investments reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
  • CI Global Investments sold 200 WEC Energy shares in Q4 2016, an estimated $12K.
  • CI Global Investments first reported a position in WEC Energy in Q1 2016 and held it in 3 quarters.
  • CI Global Investments's WEC Energy position peaked at $16K in Q2 2016.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on CI Global Investments's 13F filing for Q4 2016, filed 6 Feb 2017.