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Cordatus Wealth Management’s WEC Energy WEC Stock Holding History

Cordatus Wealth 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
2020
Q1 		– Sell
-19,973
Closed -$1.84M – 143
2019
Q4 		$1.84M Sell
19,973
-1,069
-5% -$97.5K 0.92% 43
2019
Q3 		$2M Buy
21,042
+12,004
+133% +$1.08M 1.05% 35
2019
Q2 		$753K Buy
9,038
+222
+3% +$17.8K 0.44% 73
2019
Q1 		$697K Buy
8,816
+641
+8% +$47.6K 0.38% 83
2018
Q4 		$566K Buy
+8,175
New +$574K 0.4% 63

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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 $1.56T AUM 27.86% 1-Year Est. Return

Cordatus Wealth Management's WEC Position: Q1 2020 in Review

Cordatus Wealth Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 19,973 shares — an estimated $1.84M sold.

Cordatus Wealth Management first reported a position in WEC in Q4 2018 and held it in 5 quarters. The position peaked at $2M in Q3 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

  • Cordatus Wealth Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
  • Cordatus Wealth Management sold 19,973 WEC Energy shares in Q1 2020, an estimated $1.84M.
  • Cordatus Wealth Management first reported a position in WEC Energy in Q4 2018 and held it in 5 quarters.
  • Cordatus Wealth Management's WEC Energy position peaked at $2M in Q3 2019.
  • 937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.