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Friess Associates’s WEC Energy WEC Stock Holding History

Friess Associates’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
2014
Q1 		– Sell
-2,300
Closed -$95K – 171
2013
Q4 		$95K Buy
2,300
+100
+5% +$4.15K 0.01% 135
2013
Q3 		$89K Buy
+2,200
New +$91.6K 0.01% 128

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 $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Friess Associates's WEC Position: Q1 2014 in Review

Friess Associates sold out of WEC Energy (WEC) in Q1 2014, closing a stake of 2,300 shares — an estimated $95K sold.

Friess Associates first reported a position in WEC in Q3 2013 and held it in 2 quarters. The position peaked at $95K in Q4 2013. 504 funds tracked by Wall St. Rank hold WEC as of Q1 2014.

  • Friess Associates reported no remaining WEC Energy position as of Q1 2014 after selling out during the quarter.
  • Friess Associates sold 2,300 WEC Energy shares in Q1 2014, an estimated $95K.
  • Friess Associates first reported a position in WEC Energy in Q3 2013 and held it in 2 quarters.
  • Friess Associates's WEC Energy position peaked at $95K in Q4 2013.
  • 504 funds tracked by Wall St. Rank held WEC Energy as of Q1 2014.

Based on Friess Associates's 13F filing for Q1 2014, filed 15 May 2014.