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CAW
Cornerstone Advisors (Washington)’s
WEC Energy
WEC
Stock Holding History
Cornerstone Advisors (Washington)’s Portfolio
WEC Stock Details
WEC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-756
Closed
-$63K
–
1372
2019
Q2
$63K
Buy
756
+30
+4%
+$2.41K
0.01%
332
2019
Q1
$57K
Buy
726
+112
+18%
+$8.31K
0.01%
326
2018
Q4
$43K
Buy
614
+38
+7%
+$2.67K
0.01%
332
2018
Q3
$38K
Buy
576
+105
+22%
+$7K
0.02%
382
2018
Q2
$30K
Sell
471
-59
-11%
-$3.67K
0.02%
425
2018
Q1
$33K
Buy
530
+59
+13%
+$3.66K
0.02%
387
2017
Q4
$31K
Hold
471
–
–
0.02%
391
2017
Q3
$30K
Buy
471
+33
+8%
+$2.1K
0.02%
395
2017
Q2
$27K
Buy
438
+36
+9%
+$2.22K
0.02%
426
2017
Q1
$24K
Hold
402
–
–
0.01%
452
2016
Q4
$24K
Sell
402
-16
-4%
-$918
0.02%
442
2016
Q3
$25K
Buy
418
+361
+633%
+$22.5K
0.02%
415
2016
Q2
$4K
Hold
57
–
–
﹤0.01%
626
2016
Q1
$3K
Sell
57
-208
-78%
-$11.6K
﹤0.01%
669
2015
Q4
$14K
Hold
265
–
–
0.02%
385
2015
Q3
$14K
Buy
265
+208
+365%
+$10.1K
0.01%
390
2015
Q2
$3K
Buy
57
+24
+73%
+$1.15K
﹤0.01%
539
2015
Q1
$2K
Hold
33
–
–
﹤0.01%
661
2014
Q4
$2K
Buy
+33
New
+$1.62K
﹤0.01%
635
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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