Meitav Investment House’s WEC Energy WEC Stock Holding History

Meitav Investment House’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	-6,000	Closed	-$396K	–	450
2018 Q3	$396K	Sell	6,000 -3,000	-33%	-$200K	0.02%	361
2018 Q2	$580K	Sell	9,000 -4,898	-35%	-$304K	0.03%	308
2018 Q1	$871K	Buy	+13,898	New	+$862K	0.04%	202

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meitav Investment House's WEC Position: Q4 2018 in Review

Meitav Investment House sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 6,000 shares — an estimated $396K sold.

Meitav Investment House first reported a position in WEC in Q1 2018 and held it in 3 quarters. The position peaked at $871K in Q1 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Meitav Investment House reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
Meitav Investment House sold 6,000 WEC Energy shares in Q4 2018, an estimated $396K.
Meitav Investment House first reported a position in WEC Energy in Q1 2018 and held it in 3 quarters.
Meitav Investment House's WEC Energy position peaked at $871K in Q1 2018.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Meitav Investment House's 13F filing for Q4 2018, filed 13 Feb 2019.