IF
WEC icon

Ironwood Financial’s WEC Energy WEC Stock Holding History

Ironwood Financial’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
2015
Q3 		$7K Buy
+135
New +$6.57K ﹤0.01% 236
2015
Q1 		– Sell
-8
Closed – – 448
2014
Q4 		$0 Buy
+8
New +$392 ﹤0.01% 408

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Ironwood Financial's WEC Position: Q3 2015 in Review

Ironwood Financial opened a new position in WEC Energy (WEC) in Q3 2015: 135 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Ironwood Financial previously reported a position in WEC as recently as Q4 2014.

Ironwood Financial first reported a position in WEC in Q4 2014 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

  • Ironwood Financial held 135 shares of WEC Energy worth $7K as of Q3 2015.
  • WEC Energy was a new Ironwood Financial position in Q3 2015.
  • WEC Energy made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #236 holding.
  • Ironwood Financial first reported a position in WEC Energy in Q4 2014 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.