GS
WEC icon

GAM Systematic’s WEC Energy WEC Stock Holding History

GAM Systematic’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 		– Sell
-1,654
Closed -$108K – 694
2016
Q2 		$108K Buy
+1,654
New +$99.5K 0.03% 553
2015
Q4 		– Sell
-1,941
Closed -$101K – 694
2015
Q3 		$101K Buy
+1,941
New +$94.4K 0.02% 556
2015
Q2 		– Sell
-26,327
Closed -$1.3M – 414
2015
Q1 		$1.3M Buy
26,327
+4,469
+20% +$234K 0.18% 221
2014
Q4 		$1.15M Buy
+21,858
New +$1.07M 0.23% 187

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

GAM Systematic's WEC Position: Q3 2016 in Review

GAM Systematic sold out of WEC Energy (WEC) in Q3 2016, closing a stake of 1,654 shares — an estimated $108K sold.

GAM Systematic first reported a position in WEC in Q4 2014 and held it in 4 quarters. The position peaked at $1.3M in Q1 2015. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

  • GAM Systematic reported no remaining WEC Energy position as of Q3 2016 after selling out during the quarter.
  • GAM Systematic sold 1,654 WEC Energy shares in Q3 2016, an estimated $108K.
  • GAM Systematic first reported a position in WEC Energy in Q4 2014 and held it in 4 quarters.
  • GAM Systematic's WEC Energy position peaked at $1.3M in Q1 2015.
  • 686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on GAM Systematic's 13F filing for Q3 2016, filed 14 Nov 2016.