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Lynch & Associates’s WEC Energy WEC Stock Holding History

Lynch & Associates’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
Q1 		– Sell
-5,355
Closed -$314K – 103
2016
Q4 		$314K Sell
5,355
-5,195
-49% -$298K 0.13% 87
2016
Q3 		$632K Sell
10,550
-1,405
-12% -$87.7K 0.28% 68
2016
Q2 		$781K Sell
11,955
-30
-0.3% -$1.8K 0.35% 61
2016
Q1 		$720K Sell
11,985
-65
-0.5% -$3.64K 0.34% 63
2015
Q4 		$618K Sell
12,050
-95
-0.8% -$4.85K 0.32% 63
2015
Q3 		$634K Hold
12,145
– – 0.35% 65
2015
Q2 		$546K Buy
12,145
+275
+2% +$13.2K 0.29% 68
2015
Q1 		$588K Buy
11,870
+3,635
+44% +$190K 0.31% 67
2014
Q4 		$434K Sell
8,235
-3,635
-31% -$178K 0.23% 70
2014
Q3 		$510K Buy
11,870
+405
+4% +$18K 0.29% 70
2014
Q2 		$538K Hold
11,465
– – 0.31% 67
2014
Q1 		$534K Buy
+11,465
New +$494K 0.32% 66

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lynch & Associates's WEC Position: Q1 2017 in Review

Lynch & Associates sold out of WEC Energy (WEC) in Q1 2017, closing a stake of 5,355 shares — an estimated $314K sold.

Lynch & Associates first reported a position in WEC in Q1 2014 and held it in 12 quarters. The position peaked at $781K in Q2 2016. 711 funds tracked by Wall St. Rank hold WEC as of Q1 2017.

  • Lynch & Associates reported no remaining WEC Energy position as of Q1 2017 after selling out during the quarter.
  • Lynch & Associates sold 5,355 WEC Energy shares in Q1 2017, an estimated $314K.
  • Lynch & Associates first reported a position in WEC Energy in Q1 2014 and held it in 12 quarters.
  • Lynch & Associates's WEC Energy position peaked at $781K in Q2 2016.
  • 711 funds tracked by Wall St. Rank held WEC Energy as of Q1 2017.

Based on Lynch & Associates's 13F filing for Q1 2017, filed 10 Apr 2017.