Legacy Advisors’s WEC Energy WEC Stock Holding History

Legacy 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 Q3	–	Sell	-748	Closed	-$62K	–	328
2019 Q2	$62K	Hold	748	–	–	0.04%	188
2019 Q1	$59K	Buy	+748	New	+$55.5K	0.02%	197
2018 Q4	–	Sell	-148	Closed	-$10K	–	394
2018 Q3	$10K	Hold	148	–	–	﹤0.01%	357
2018 Q2	$10K	Hold	148	–	–	0.01%	308
2018 Q1	$9K	Hold	148	–	–	0.01%	280
2017 Q4	$9K	Hold	148	–	–	0.01%	268
2017 Q3	$9K	Buy	+148	New	+$9.44K	0.01%	231

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Legacy Advisors's WEC Position: Q3 2019 in Review

Legacy Advisors sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 748 shares — an estimated $62K sold.

Legacy Advisors first reported a position in WEC in Q3 2017 and held it in 7 quarters. The position peaked at $62K in Q2 2019. 895 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

Legacy Advisors reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 748 WEC Energy shares in Q3 2019, an estimated $62K.
Legacy Advisors first reported a position in WEC Energy in Q3 2017 and held it in 7 quarters.
Legacy Advisors's WEC Energy position peaked at $62K in Q2 2019.
895 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.