EC
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Eachwin Capital’s WEC Energy WEC Stock Holding History

Eachwin Capital’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
Q3 		$2.97M Buy
49,525
+1,435
+3% +$89.6K 2.73% 14
2016
Q2 		$3.14M Sell
48,090
-2,994
-6% -$180K 2.99% 9
2016
Q1 		$3.07M Sell
51,084
-1,961
-4% -$110K 2.94% 11
2015
Q4 		$2.72M Buy
+53,045
New +$2.71M 2.72% 13

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Eachwin Capital's WEC Position: Q3 2016 in Review

Eachwin Capital increased its WEC Energy (WEC) stake by 3% in Q3 2016, buying an estimated $89.6K and bringing the position to 49,525 shares worth $2.97M. The position accounts for 2.73% of the portfolio, ranked #14.

Eachwin Capital first reported a position in WEC in Q4 2015 and has held it in 4 quarters since. The position peaked at $3.14M in Q2 2016. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

  • Eachwin Capital held 49,525 shares of WEC Energy worth $2.97M as of Q3 2016.
  • Eachwin Capital bought 1,435 WEC Energy shares in Q3 2016, an estimated $89.6K.
  • WEC Energy made up 2.73% of Eachwin Capital's portfolio in Q3 2016, its #14 holding.
  • Eachwin Capital first reported a position in WEC Energy in Q4 2015 and has held it in 4 quarters since.
  • Eachwin Capital's WEC Energy position peaked at $3.14M in Q2 2016.
  • 686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on Eachwin Capital's 13F filing for Q3 2016, filed 14 Nov 2016.