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Mizuho Trust & Banking’s WEC Energy WEC Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-535,075
Closed -$32M – 655
2016
Q3 		$32M Buy
535,075
+27,103
+5% +$1.69M 0.09% 244
2016
Q2 		$33.2M Buy
507,972
+8,892
+2% +$535K 0.1% 229
2016
Q1 		$30M Buy
499,080
+26,364
+6% +$1.48M 0.09% 238
2015
Q4 		$24.7M Buy
472,716
+3,091
+0.7% +$158K 0.08% 273
2015
Q3 		$24.5M Buy
469,625
+127,130
+37% +$6.18M 0.08% 256
2015
Q2 		$15.4M Buy
342,495
+12,717
+4% +$611K 0.05% 399
2015
Q1 		$16.3M Buy
329,778
+5,550
+2% +$290K 0.06% 381
2014
Q4 		$17.1M Buy
324,228
+20,292
+7% +$995K 0.06% 355
2014
Q3 		$13.1M Sell
303,936
-27,137
-8% -$1.2M 0.05% 420
2014
Q2 		$15.5M Buy
331,073
+18,213
+6% +$846K 0.06% 383
2014
Q1 		$14.6M Sell
312,860
-11,993
-4% -$517K 0.05% 392
2013
Q4 		$13.3M Sell
324,853
-15,658
-5% -$650K 0.05% 406
2013
Q3 		$14M Hold
340,511
– – 0.06% 376
2013
Q2 		$14M Buy
+340,511
New +$14.4M 0.06% 375

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Mizuho Trust & Banking's WEC Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 535,075 shares — an estimated $32M sold.

Mizuho Trust & Banking first reported a position in WEC in Q2 2013 and held it in 14 quarters. The position peaked at $33.2M in Q2 2016. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 535,075 WEC Energy shares in Q4 2016, an estimated $32M.
  • Mizuho Trust & Banking first reported a position in WEC Energy in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's WEC Energy position peaked at $33.2M in Q2 2016.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.