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Macroview Investment Management’s WEC Energy WEC Stock Holding History

Macroview Investment 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
2015
Q2 		– Sell
-500
Closed -$25K – 139
2015
Q1 		$25K Hold
500
– – 0.02% 59
2014
Q4 		$26K Hold
500
– – 0.03% 63
2014
Q3 		$22K Hold
500
– – 0.03% 66
2014
Q2 		$23K Hold
500
– – 0.03% 62
2014
Q1 		$23K Hold
500
– – 0.03% 67
2013
Q4 		$21K Hold
500
– – 0.04% 65
2013
Q3 		$20K Sell
500
-18
-3% -$749 0.03% 63
2013
Q2 		$21K Buy
+518
New +$22K 0.02% 54

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macroview Investment Management's WEC Position: Q2 2015 in Review

Macroview Investment Management sold out of WEC Energy (WEC) in Q2 2015, closing a stake of 500 shares — an estimated $25K sold.

Macroview Investment Management first reported a position in WEC in Q2 2013 and held it in 8 quarters. The position peaked at $26K in Q4 2014. 598 funds tracked by Wall St. Rank hold WEC as of Q2 2015.

  • Macroview Investment Management reported no remaining WEC Energy position as of Q2 2015 after selling out during the quarter.
  • Macroview Investment Management sold 500 WEC Energy shares in Q2 2015, an estimated $25K.
  • Macroview Investment Management first reported a position in WEC Energy in Q2 2013 and held it in 8 quarters.
  • Macroview Investment Management's WEC Energy position peaked at $26K in Q4 2014.
  • 598 funds tracked by Wall St. Rank held WEC Energy as of Q2 2015.

Based on Macroview Investment Management's 13F filing for Q2 2015, filed 31 Jul 2015.