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Liberty Mutual Group Asset Management’s WEC Energy WEC Stock Holding History

Liberty Mutual Group Asset 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
Q4 		– Sell
-12,613
Closed -$842K – 781
2018
Q3 		$842K Sell
12,613
-236
-2% -$15.7K 0.02% 469
2018
Q2 		$830K Buy
12,849
+35
+0.3% +$2.17K 0.02% 474
2018
Q1 		$804K Hold
12,814
– – 0.02% 481
2017
Q4 		$852K Sell
12,814
-201
-2% -$13.5K 0.02% 543
2017
Q3 		$817K Sell
13,015
-7,121
-35% -$454K 0.04% 546
2017
Q2 		$1.24M Buy
20,136
+5,437
+37% +$336K 0.05% 528
2017
Q1 		$891K Sell
14,699
-6,469
-31% -$381K 0.03% 696
2016
Q4 		$1.24M Buy
21,168
+2,255
+12% +$129K 0.04% 595
2016
Q3 		$1.13M Sell
18,913
-1,244
-6% -$77.7K 0.04% 618
2016
Q2 		$1.31M Buy
20,157
+802
+4% +$48.2K 0.05% 507
2016
Q1 		$1.16M Buy
19,355
+837
+5% +$46.9K 0.05% 522
2015
Q4 		$950K Sell
18,518
-15,484
-46% -$790K 0.04% 674
2015
Q3 		$1.77M Buy
34,002
+11,223
+49% +$546K 0.07% 429
2015
Q2 		$1.02M Sell
22,779
-19,807
-47% -$951K 0.04% 896
2015
Q1 		$2.11M Buy
42,586
+2,657
+7% +$139K 0.07% 517
2014
Q4 		$2.11M Buy
39,929
+1,309
+3% +$64.2K 0.07% 488
2014
Q3 		$1.66M Sell
38,620
-1,665
-4% -$73.9K 0.05% 626
2014
Q2 		$1.89M Sell
40,285
-74
-0.2% -$3.44K 0.06% 544
2014
Q1 		$1.88M Buy
40,359
+6,798
+20% +$293K 0.06% 493
2013
Q4 		$1.39M Buy
33,561
+19,840
+145% +$823K 0.05% 602
2013
Q3 		$554K Buy
13,721
+2,820
+26% +$117K 0.02% 851
2013
Q2 		$447K Buy
+10,901
New +$462K 0.02% 861

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Mutual Group Asset Management's WEC Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 12,613 shares — an estimated $842K sold.

Liberty Mutual Group Asset Management first reported a position in WEC in Q2 2013 and held it in 22 quarters. The position peaked at $2.11M in Q1 2015. 848 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 12,613 WEC Energy shares in Q4 2018, an estimated $842K.
  • Liberty Mutual Group Asset Management first reported a position in WEC Energy in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's WEC Energy position peaked at $2.11M in Q1 2015.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.