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Gyrus Investment Management’s WEC Energy WEC Stock Holding History

Gyrus 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
2015
Q2 		– Sell
-34,935
Closed -$1.73M – 83
2015
Q1 		$1.73M Buy
34,935
+885
+3% +$46.3K 0.29% 92
2014
Q4 		$1.8M Buy
34,050
+25
+0.1% +$1.23K 0.3% 89
2014
Q3 		$1.46M Sell
34,025
-725
-2% -$32.2K 0.26% 93
2014
Q2 		$1.63M Buy
+34,750
New +$1.61M 0.29% 94

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gyrus Investment Management's WEC Position: Q2 2015 in Review

Gyrus Investment Management sold out of WEC Energy (WEC) in Q2 2015, closing a stake of 34,935 shares — an estimated $1.73M sold.

Gyrus Investment Management first reported a position in WEC in Q2 2014 and held it in 4 quarters. The position peaked at $1.8M in Q4 2014. 598 funds tracked by Wall St. Rank hold WEC as of Q2 2015.

  • Gyrus Investment Management reported no remaining WEC Energy position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 34,935 WEC Energy shares in Q2 2015, an estimated $1.73M.
  • Gyrus Investment Management first reported a position in WEC Energy in Q2 2014 and held it in 4 quarters.
  • Gyrus Investment Management's WEC Energy position peaked at $1.8M in Q4 2014.
  • 598 funds tracked by Wall St. Rank held WEC Energy as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.