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I.G. Investment Management’s WEC Energy WEC Stock Holding History

I.G. 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
2017
Q3 		$20.4M Sell
324,600
-260,800
-45% -$16.6M 0.1% 110
2017
Q2 		$35.9M Sell
585,400
-107,200
-15% -$6.62M 0.19% 85
2017
Q1 		$42M Buy
692,600
+274,700
+66% +$16.2M 0.21% 81
2016
Q4 		$24.5M Buy
417,900
+8,552
+2% +$491K 0.13% 98
2016
Q3 		$24.5M Buy
409,348
+300
+0.1% +$18.7K 0.09% 143
2016
Q2 		$26.7M Sell
409,048
-115,000
-22% -$6.92M 0.11% 131
2016
Q1 		$31.5M Sell
524,048
-100,652
-16% -$5.64M 0.13% 111
2015
Q4 		$32.1M Buy
624,700
+33,600
+6% +$1.71M 0.14% 99
2015
Q3 		$30.9M Hold
591,100
– – 0.13% 102
2015
Q2 		$26.6M Buy
591,100
+8,600
+1% +$413K 0.1% 119
2015
Q1 		$28.8M Buy
582,500
+78,100
+15% +$4.08M 0.11% 114
2014
Q4 		$26.6M Buy
504,400
+255,000
+102% +$12.5M 0.1% 125
2014
Q3 		$10.7M Buy
249,400
+62,271
+33% +$2.76M 0.04% 225
2014
Q2 		$8.78M Buy
187,129
+13,029
+7% +$605K 0.03% 260
2014
Q1 		$8.1M Hold
174,100
– – 0.03% 263
2013
Q4 		$7.2M Buy
174,100
+22,700
+15% +$942K 0.03% 280
2013
Q3 		$6.11M Buy
151,400
+137,500
+989% +$5.73M 0.02% 304
2013
Q2 		$570K Buy
+13,900
New +$590K ﹤0.01% 665

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

I.G. Investment Management's WEC Position: Q3 2017 in Review

I.G. Investment Management reduced its WEC Energy (WEC) stake by 45% in Q3 2017, selling an estimated $16.6M and leaving 324,600 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #110.

I.G. Investment Management first reported a position in WEC in Q2 2013 and has held it in 18 quarters since. The position peaked at $42M in Q1 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • I.G. Investment Management held 324,600 shares of WEC Energy worth $20.4M as of Q3 2017.
  • I.G. Investment Management sold 260,800 WEC Energy shares in Q3 2017, an estimated $16.6M.
  • WEC Energy made up 0.1% of I.G. Investment Management's portfolio in Q3 2017, its #110 holding.
  • I.G. Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 18 quarters since.
  • I.G. Investment Management's WEC Energy position peaked at $42M in Q1 2017.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.