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Morse Asset Management’s WEC Energy WEC Stock Holding History

Morse Asset 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
2017
Q4 		– Sell
-6,300
Closed -$396K – 144
2017
Q3 		$396K Hold
6,300
– – 0.12% 105
2017
Q2 		$387K Buy
6,300
+2,100
+50% +$130K 0.13% 99
2017
Q1 		$255K Buy
+4,200
New +$248K 0.09% 117

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Morse Asset Management's WEC Position: Q4 2017 in Review

Morse Asset Management sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 6,300 shares — an estimated $396K sold.

Morse Asset Management first reported a position in WEC in Q1 2017 and held it in 3 quarters. The position peaked at $396K in Q3 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • Morse Asset Management reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • Morse Asset Management sold 6,300 WEC Energy shares in Q4 2017, an estimated $396K.
  • Morse Asset Management first reported a position in WEC Energy in Q1 2017 and held it in 3 quarters.
  • Morse Asset Management's WEC Energy position peaked at $396K in Q3 2017.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Morse Asset Management's 13F filing for Q4 2017, filed 29 Jan 2018.