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Investment Centers of America’s WEC Energy WEC Stock Holding History

Investment Centers of America’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 		– Sell
-4,313
Closed -$264K – 628
2017
Q2 		$264K Sell
4,313
-2,445
-36% -$151K 0.02% 480
2017
Q1 		$410K Buy
6,758
+1,291
+24% +$76.1K 0.03% 399
2016
Q4 		$320K Buy
5,467
+1,116
+26% +$64K 0.03% 420
2016
Q3 		$261K Buy
4,351
+737
+20% +$46K 0.03% 417
2016
Q2 		$236K Sell
3,614
-1,104
-23% -$66.4K 0.03% 415
2016
Q1 		$284K Buy
+4,718
New +$264K 0.03% 371

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $1.81T AUM 41.13% 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

Investment Centers of America's WEC Position: Q3 2017 in Review

Investment Centers of America sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 4,313 shares — an estimated $264K sold.

Investment Centers of America first reported a position in WEC in Q1 2016 and held it in 6 quarters. The position peaked at $410K in Q1 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • Investment Centers of America reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • Investment Centers of America sold 4,313 WEC Energy shares in Q3 2017, an estimated $264K.
  • Investment Centers of America first reported a position in WEC Energy in Q1 2016 and held it in 6 quarters.
  • Investment Centers of America's WEC Energy position peaked at $410K in Q1 2017.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Investment Centers of America's 13F filing for Q3 2017, filed 13 Nov 2017.