IBEX Wealth Advisors’s WEC Energy WEC Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-972	Closed	-$81K	–	396
2019 Q2	$81K	Buy	+972	New	+$77.9K	0.02%	181

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

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

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

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

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

IBEX Wealth Advisors's WEC Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 972 shares — an estimated $81K sold.

IBEX Wealth Advisors first reported a position in WEC in Q2 2019 and held it in 1 quarter. The position peaked at $81K in Q2 2019. 893 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

IBEX Wealth Advisors reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 972 WEC Energy shares in Q3 2019, an estimated $81K.
IBEX Wealth Advisors first reported a position in WEC Energy in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's WEC Energy position peaked at $81K in Q2 2019.
893 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.