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Crow Point Partners’s WEC Energy WEC Stock Holding History

Crow Point Partners’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
2014
Q3 		– Sell
-458,000
Closed -$21.3M – 272
2014
Q2 		$21.3M Hold
458,000
– – 2.76% 6
2014
Q1 		$21.3M Buy
+458,000
New +$19.7M 2.76% 6

Other funds holding WEC

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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 $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Crow Point Partners's WEC Position: Q3 2014 in Review

Crow Point Partners sold out of WEC Energy (WEC) in Q3 2014, closing a stake of 458,000 shares — an estimated $21.3M sold.

Crow Point Partners first reported a position in WEC in Q1 2014 and held it in 2 quarters. The position peaked at $21.3M in Q2 2014. 516 funds tracked by Wall St. Rank hold WEC as of Q3 2014.

  • Crow Point Partners reported no remaining WEC Energy position as of Q3 2014 after selling out during the quarter.
  • Crow Point Partners sold 458,000 WEC Energy shares in Q3 2014, an estimated $21.3M.
  • Crow Point Partners first reported a position in WEC Energy in Q1 2014 and held it in 2 quarters.
  • Crow Point Partners's WEC Energy position peaked at $21.3M in Q2 2014.
  • 516 funds tracked by Wall St. Rank held WEC Energy as of Q3 2014.

Based on Crow Point Partners's 13F filing for Q3 2014, filed 20 Nov 2014.