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James Investment Research’s WEC Energy WEC Stock Holding History

James Investment Research’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
Q4 		– Sell
-260
Closed -$16K – 858
2017
Q3 		$16K Hold
260
– – ﹤0.01% 706
2017
Q2 		$16K Hold
260
– – ﹤0.01% 677
2017
Q1 		$16K Sell
260
-1,038
-80% -$61.2K ﹤0.01% 608
2016
Q4 		$76K Hold
1,298
– – ﹤0.01% 380
2016
Q3 		$78K Hold
1,298
– – ﹤0.01% 372
2016
Q2 		$85K Hold
1,298
– – ﹤0.01% 334
2016
Q1 		$78K Hold
1,298
– – ﹤0.01% 319
2015
Q4 		$67K Hold
1,298
– – ﹤0.01% 335
2015
Q3 		$68K Buy
1,298
+475
+58% +$23.1K ﹤0.01% 327
2015
Q2 		$37K Buy
+823
New +$39.5K ﹤0.01% 383

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

James Investment Research's WEC Position: Q4 2017 in Review

James Investment Research sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 260 shares — an estimated $16K sold.

James Investment Research first reported a position in WEC in Q2 2015 and held it in 10 quarters. The position peaked at $85K in Q2 2016. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • James Investment Research reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 260 WEC Energy shares in Q4 2017, an estimated $16K.
  • James Investment Research first reported a position in WEC Energy in Q2 2015 and held it in 10 quarters.
  • James Investment Research's WEC Energy position peaked at $85K in Q2 2016.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.