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Hotaling Investment Management’s WEC Energy WEC Stock Holding History

Hotaling 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
2020
Q3 		– Sell
-5,743
Closed -$503K – 114
2020
Q2 		$503K Buy
+5,743
New +$518K 0.29% 77

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotaling Investment Management's WEC Position: Q3 2020 in Review

Hotaling Investment Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 5,743 shares — an estimated $503K sold.

Hotaling Investment Management first reported a position in WEC in Q2 2020 and held it in 1 quarter. The position peaked at $503K in Q2 2020. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Hotaling Investment Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 5,743 WEC Energy shares in Q3 2020, an estimated $503K.
  • Hotaling Investment Management first reported a position in WEC Energy in Q2 2020 and held it in 1 quarter.
  • Hotaling Investment Management's WEC Energy position peaked at $503K in Q2 2020.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Hotaling Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.