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FDO Partners’s WEC Energy WEC Stock Holding History

FDO 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
2017
Q3 		– Sell
-55,898
Closed -$3.43M – 315
2017
Q2 		$3.43M Buy
55,898
+49,657
+796% +$3.07M 0.73% 35
2017
Q1 		$378K Buy
6,241
+318
+5% +$18.7K 0.09% 185
2016
Q4 		$347K Buy
+5,923
New +$340K 0.14% 177
2016
Q2 		– Sell
-5,035
Closed -$302K – 288
2016
Q1 		$302K Sell
5,035
-3,166
-39% -$177K 0.2% 177
2015
Q4 		$421K Buy
+8,201
New +$419K 0.24% 167

Other funds holding WEC

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FDO Partners's WEC Position: Q3 2017 in Review

FDO Partners sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 55,898 shares — an estimated $3.43M sold.

FDO Partners first reported a position in WEC in Q4 2015 and held it in 5 quarters. The position peaked at $3.43M in Q2 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • FDO Partners reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 55,898 WEC Energy shares in Q3 2017, an estimated $3.43M.
  • FDO Partners first reported a position in WEC Energy in Q4 2015 and held it in 5 quarters.
  • FDO Partners's WEC Energy position peaked at $3.43M in Q2 2017.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.