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Cornerstone Wealth Management’s WEC Energy WEC Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-12,530
Closed -$195K – 1146
2018
Q3 		$195K Sell
12,530
-500
-4% -$33.3K ﹤0.01% 1212
2018
Q2 		$200K Buy
+13,030
New +$810K ﹤0.01% 1340

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's WEC Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 12,530 shares — an estimated $195K sold.

Cornerstone Wealth Management first reported a position in WEC in Q2 2018 and held it in 2 quarters. The position peaked at $200K in Q2 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,530 WEC Energy shares in Q4 2018, an estimated $195K.
  • Cornerstone Wealth Management first reported a position in WEC Energy in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's WEC Energy position peaked at $200K in Q2 2018.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.