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Hutner Daniel Ellsworth’s WEC Energy WEC Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$272K Hold
4,165
– – 0.23% 39
2016
Q1 		$250K Sell
4,165
-35
-0.8% -$1.96K 0.22% 39
2015
Q4 		$216K Buy
+4,200
New +$214K 0.2% 40

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
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

Hutner Daniel Ellsworth's WEC Position: Q2 2016 in Review

Hutner Daniel Ellsworth held its WEC Energy (WEC) position steady in Q2 2016 at 4,165 shares worth $272K. The position accounts for 0.23% of the portfolio, ranked #39.

Hutner Daniel Ellsworth first reported a position in WEC in Q4 2015 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold WEC as of Q2 2016.

  • Hutner Daniel Ellsworth held 4,165 shares of WEC Energy worth $272K as of Q2 2016.
  • Hutner Daniel Ellsworth left its WEC Energy share count unchanged in Q2 2016.
  • WEC Energy made up 0.23% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #39 holding.
  • Hutner Daniel Ellsworth first reported a position in WEC Energy in Q4 2015 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held WEC Energy as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.