Farmers Trust Company’s WEC Energy WEC Stock Holding History

Farmers Trust Company’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
2019 Q4	–	Sell	-2,345	Closed	-$223K	–	172
2019 Q3	$223K	Buy	+2,345	New	+$211K	0.06%	149
2015 Q3	–	Sell	-79,955	Closed	-$3.6M	–	139
2015 Q2	$3.6M	Buy	79,955 +1,990	+3%	+$95.5K	1.2%	31
2015 Q1	$3.86M	Buy	77,965 +77,891	+105,258%	+$4.07M	1.29%	27
2014 Q4	$3.97K	Sell	74 -62,301	-100%	-$3.06M	1.3%	24
2014 Q3	$2.68M	Buy	62,375 +24,796	+66%	+$1.1M	0.91%	40
2014 Q2	$1.76M	Buy	+37,579	New	+$1.75M	0.6%	63

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Farmers Trust Company's WEC Position: Q4 2019 in Review

Farmers Trust Company sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 2,345 shares — an estimated $223K sold.

Farmers Trust Company first reported a position in WEC in Q2 2014 and held it in 6 quarters. The position peaked at $3.86M in Q1 2015. 923 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

Farmers Trust Company reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
Farmers Trust Company sold 2,345 WEC Energy shares in Q4 2019, an estimated $223K.
Farmers Trust Company first reported a position in WEC Energy in Q2 2014 and held it in 6 quarters.
Farmers Trust Company's WEC Energy position peaked at $3.86M in Q1 2015.
923 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Farmers Trust Company's 13F filing for Q4 2019, filed 15 Jan 2020.