HoyleCohen’s WEC Energy WEC Stock Holding History

HoyleCohen’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 Q1	–	Sell	-2,292	Closed	-$211K	–	196
2019 Q4	$211K	Hold	2,292	–	–	0.03%	188
2019 Q3	$218K	Buy	+2,292	New	+$207K	0.04%	184

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HoyleCohen's WEC Position: Q1 2020 in Review

HoyleCohen sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 2,292 shares — an estimated $211K sold.

HoyleCohen first reported a position in WEC in Q3 2019 and held it in 2 quarters. The position peaked at $218K in Q3 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

HoyleCohen reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
HoyleCohen sold 2,292 WEC Energy shares in Q1 2020, an estimated $211K.
HoyleCohen first reported a position in WEC Energy in Q3 2019 and held it in 2 quarters.
HoyleCohen's WEC Energy position peaked at $218K in Q3 2019.
937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on HoyleCohen's 13F filing for Q1 2020, filed 8 May 2020.