JOYN Advisors’s WEC Energy WEC Stock Holding History

JOYN 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 Q1	–	Sell	-905	Closed	-$63K	–	1405
2018 Q4	$63K	Buy	905 +63	+7%	+$4.42K	0.01%	278
2018 Q3	$56K	Buy	842 +90	+12%	+$6K	0.01%	366
2018 Q2	$49K	Buy	752 +612	+437%	+$38K	0.01%	412
2018 Q1	$9K	Buy	+140	New	+$8.69K	﹤0.01%	790

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JOYN Advisors's WEC Position: Q1 2019 in Review

JOYN Advisors sold out of WEC Energy (WEC) in Q1 2019, closing a stake of 905 shares — an estimated $63K sold.

JOYN Advisors first reported a position in WEC in Q1 2018 and held it in 4 quarters. The position peaked at $63K in Q4 2018. 863 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

JOYN Advisors reported no remaining WEC Energy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 905 WEC Energy shares in Q1 2019, an estimated $63K.
JOYN Advisors first reported a position in WEC Energy in Q1 2018 and held it in 4 quarters.
JOYN Advisors's WEC Energy position peaked at $63K in Q4 2018.
863 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.