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Emerald Acquisition’s WEC Energy WEC Stock Holding History

Emerald Acquisition’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 		$57.7M Buy
963,730
+321,675
+50% +$20.1M 0.11% 209
2016
Q2 		$41.9M Buy
+642,055
New +$38.6M 0.07% 312

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

Emerald Acquisition's WEC Position: Q3 2016 in Review

Emerald Acquisition increased its WEC Energy (WEC) stake by 50% in Q3 2016, buying an estimated $20.1M and bringing the position to 963,730 shares worth $57.7M. The position accounts for 0.11% of the portfolio, ranked #209.

Emerald Acquisition first reported a position in WEC in Q2 2016 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

  • Emerald Acquisition held 963,730 shares of WEC Energy worth $57.7M as of Q3 2016.
  • Emerald Acquisition bought 321,675 WEC Energy shares in Q3 2016, an estimated $20.1M.
  • WEC Energy made up 0.11% of Emerald Acquisition's portfolio in Q3 2016, its #209 holding.
  • Emerald Acquisition first reported a position in WEC Energy in Q2 2016 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.