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Mountain Capital Investment Advisors’s WEC Energy WEC Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-40
Closed -$2K – 543
2017
Q2 		$2K Buy
+40
New +$2.47K ﹤0.01% 465

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mountain Capital Investment Advisors's WEC Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 40 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WEC in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 40 WEC Energy shares in Q3 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in WEC Energy in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's WEC Energy position peaked at $2K in Q2 2017.
  • 721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.