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Kempner Capital Management’s WEC Energy WEC Stock Holding History

Kempner Capital Management’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
2018
Q3 		– Sell
-3,100
Closed -$200K – 60
2018
Q2 		$200K Buy
+3,100
New +$193K 0.13% 51
2018
Q1 		– Sell
-3,100
Closed -$206K – 64
2017
Q4 		$206K Buy
+3,100
New +$208K 0.13% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kempner Capital Management's WEC Position: Q3 2018 in Review

Kempner Capital Management sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 3,100 shares — an estimated $200K sold.

Kempner Capital Management first reported a position in WEC in Q4 2017 and held it in 2 quarters. The position peaked at $206K in Q4 2017. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

  • Kempner Capital Management reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
  • Kempner Capital Management sold 3,100 WEC Energy shares in Q3 2018, an estimated $200K.
  • Kempner Capital Management first reported a position in WEC Energy in Q4 2017 and held it in 2 quarters.
  • Kempner Capital Management's WEC Energy position peaked at $206K in Q4 2017.
  • 795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Kempner Capital Management's 13F filing for Q3 2018, filed 5 Oct 2018.