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Foresters Investment Management’s WEC Energy WEC Stock Holding History

Foresters Investment Management’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
Q3 		$27.6M Sell
289,700
-132,391
-31% -$11.9M 0.55% 56
2019
Q2 		$35.2M Sell
422,091
-51,809
-11% -$4.15M 0.63% 44
2019
Q1 		$37.5M Buy
473,900
+49,700
+12% +$3.69M 0.66% 34
2018
Q4 		$29.4M Sell
424,200
-74,800
-15% -$5.25M 0.55% 57
2018
Q3 		$33.3M Buy
499,000
+15,800
+3% +$1.05M 0.53% 56
2018
Q2 		$31.2M Buy
483,200
+150,100
+45% +$9.33M 0.53% 60
2018
Q1 		$20.9M Buy
333,100
+1,100
+0.3% +$68.3K 0.35% 104
2017
Q4 		$22.1M Sell
332,000
-166
-0% -$11.1K 0.34% 106
2017
Q3 		$20.9M Buy
332,166
+1,500
+0.5% +$95.7K 0.34% 111
2017
Q2 		$20.3M Buy
330,666
+7,266
+2% +$449K 0.34% 107
2017
Q1 		$19.6M Buy
323,400
+1,200
+0.4% +$70.7K 0.34% 113
2016
Q4 		$18.9M Buy
322,200
+3,100
+1% +$178K 0.34% 112
2016
Q3 		$19.1M Buy
319,100
+1,200
+0.4% +$74.9K 0.35% 106
2016
Q2 		$20.8M Buy
317,900
+15,700
+5% +$944K 0.4% 95
2016
Q1 		$18.2M Buy
302,200
+1,200
+0.4% +$67.2K 0.37% 99
2015
Q4 		$15.4M Buy
301,000
+1,000
+0.3% +$51K 0.31% 118
2015
Q3 		$15.7M Buy
300,000
+2,000
+0.7% +$97.3K 0.33% 116
2015
Q2 		$13.4M Buy
298,000
+1,000
+0.3% +$48K 0.25% 134
2015
Q1 		$14.7M Buy
297,000
+875
+0.3% +$45.8K 0.28% 125
2014
Q4 		$15.6M Buy
296,125
+500
+0.2% +$24.5K 0.31% 119
2014
Q3 		$12.7M Sell
295,625
-48,025
-14% -$2.13M 0.27% 136
2014
Q2 		$16.1M Sell
343,650
-300
-0.1% -$13.9K 0.33% 113
2014
Q1 		$16M Sell
343,950
-250
-0.1% -$10.8K 0.35% 115
2013
Q4 		$14.2M Buy
344,200
+200
+0.1% +$8.3K 0.31% 120
2013
Q3 		$13.9M Buy
344,000
+144,000
+72% +$6M 0.34% 109
2013
Q2 		$8.2M Buy
+200,000
New +$8.48M 0.25% 118

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's WEC Position: Q3 2019 in Review

Foresters Investment Management reduced its WEC Energy (WEC) stake by 31% in Q3 2019, selling an estimated $11.9M and leaving 289,700 shares worth $27.6M. The position accounts for 0.55% of the portfolio, ranked #56.

Foresters Investment Management first reported a position in WEC in Q2 2013 and has held it in 26 quarters since. The position peaked at $37.5M in Q1 2019. 893 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

  • Foresters Investment Management held 289,700 shares of WEC Energy worth $27.6M as of Q3 2019.
  • Foresters Investment Management sold 132,391 WEC Energy shares in Q3 2019, an estimated $11.9M.
  • WEC Energy made up 0.55% of Foresters Investment Management's portfolio in Q3 2019, its #56 holding.
  • Foresters Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's WEC Energy position peaked at $37.5M in Q1 2019.
  • 893 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.