MSS
WEC icon

Mitchell Sinkler & Starr’s WEC Energy WEC Stock Holding History

Mitchell Sinkler & Starr’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
2013
Q3 		– Sell
-5,400
Closed -$221K – 139
2013
Q2 		$221K Buy
+5,400
New +$229K 0.05% 150

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mitchell Sinkler & Starr's WEC Position: Q3 2013 in Review

Mitchell Sinkler & Starr sold out of WEC Energy (WEC) in Q3 2013, closing a stake of 5,400 shares — an estimated $221K sold.

Mitchell Sinkler & Starr first reported a position in WEC in Q2 2013 and held it in 1 quarter. The position peaked at $221K in Q2 2013. 468 funds tracked by Wall St. Rank hold WEC as of Q3 2013.

  • Mitchell Sinkler & Starr reported no remaining WEC Energy position as of Q3 2013 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 5,400 WEC Energy shares in Q3 2013, an estimated $221K.
  • Mitchell Sinkler & Starr first reported a position in WEC Energy in Q2 2013 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's WEC Energy position peaked at $221K in Q2 2013.
  • 468 funds tracked by Wall St. Rank held WEC Energy as of Q3 2013.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2013, filed 22 Oct 2013.