Gyroscope Capital Management Group’s WEC Energy WEC Stock Holding History

Gyroscope Capital Management Group’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 Q1	–	Sell	-40	Closed	-$3K	–	187
2018 Q4	$3K	Buy	+40	New	+$2.81K	﹤0.01%	169
2018 Q3	–	Sell	-5,074	Closed	-$328K	–	135
2018 Q2	$328K	Sell	5,074 -500	-9%	-$31.1K	0.15%	90
2018 Q1	$349K	Sell	5,574 -279	-5%	-$17.3K	0.17%	74
2017 Q4	$389K	Buy	5,853 +408	+7%	+$27.4K	0.18%	67
2017 Q3	$342K	Buy	5,445 +355	+7%	+$22.6K	0.17%	71
2017 Q2	$312K	Buy	+5,090	New	+$314K	0.16%	74
2016 Q4	–	Sell	-4,025	Closed	-$241K	–	116
2016 Q3	$241K	Buy	+4,025	New	+$251K	0.18%	75

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gyroscope Capital Management Group's WEC Position: Q1 2019 in Review

Gyroscope Capital Management Group sold out of WEC Energy (WEC) in Q1 2019, closing a stake of 40 shares — an estimated $3K sold.

Gyroscope Capital Management Group first reported a position in WEC in Q3 2016 and held it in 7 quarters. The position peaked at $389K in Q4 2017. 863 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

Gyroscope Capital Management Group reported no remaining WEC Energy position as of Q1 2019 after selling out during the quarter.
Gyroscope Capital Management Group sold 40 WEC Energy shares in Q1 2019, an estimated $3K.
Gyroscope Capital Management Group first reported a position in WEC Energy in Q3 2016 and held it in 7 quarters.
Gyroscope Capital Management Group's WEC Energy position peaked at $389K in Q4 2017.
863 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on Gyroscope Capital Management Group's 13F filing for Q1 2019, filed 22 Apr 2019.