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Mariner Wealth Advisors (Cincinnati)’s WEC Energy WEC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-4,126
Closed -$267K – 312
2018
Q2 		$267K Buy
4,126
+243
+6% +$15.1K 0.02% 259
2018
Q1 		$243K Buy
+3,883
New +$241K 0.01% 254

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

Mariner Wealth Advisors (Cincinnati)'s WEC Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 4,126 shares — an estimated $267K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in WEC in Q1 2018 and held it in 2 quarters. The position peaked at $267K in Q2 2018. 796 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 4,126 WEC Energy shares in Q3 2018, an estimated $267K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in WEC Energy in Q1 2018 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s WEC Energy position peaked at $267K in Q2 2018.
  • 796 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.