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National Planning Corporation’s WEC Energy WEC Stock Holding History

National Planning Corporation’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
-5,714
Closed -$359K – 619
2017
Q3 		$359K Sell
5,714
-305
-5% -$19.5K 0.03% 461
2017
Q2 		$368K Buy
6,019
+159
+3% +$9.82K 0.03% 494
2017
Q1 		$355K Buy
5,860
+159
+3% +$9.37K 0.03% 471
2016
Q4 		$327K Sell
5,701
-385
-6% -$22.1K 0.03% 484
2016
Q3 		$357K Sell
6,086
-777
-11% -$48.5K 0.03% 440
2016
Q2 		$444K Buy
6,863
+1,498
+28% +$90.1K 0.03% 401
2016
Q1 		$318K Sell
5,365
-3,696
-41% -$207K 0.03% 454
2015
Q4 		$517K Buy
9,061
+3,102
+52% +$158K 0.04% 400
2015
Q3 		$310K Sell
5,959
-3,207
-35% -$156K 0.03% 452
2015
Q2 		$463K Buy
9,166
+2,098
+30% +$101K 0.04% 377
2015
Q1 		$339K Buy
7,068
+727
+11% +$38K 0.03% 457
2014
Q4 		$338K Buy
6,341
+461
+8% +$22.6K 0.02% 510
2014
Q3 		$258K Buy
5,880
+907
+18% +$40.3K 0.02% 598
2014
Q2 		$233K Buy
+4,973
New +$231K 0.02% 633

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

National Planning Corporation's WEC Position: Q4 2017 in Review

National Planning Corporation sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 5,714 shares — an estimated $359K sold.

National Planning Corporation first reported a position in WEC in Q2 2014 and held it in 14 quarters. The position peaked at $517K in Q4 2015. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • National Planning Corporation reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,714 WEC Energy shares in Q4 2017, an estimated $359K.
  • National Planning Corporation first reported a position in WEC Energy in Q2 2014 and held it in 14 quarters.
  • National Planning Corporation's WEC Energy position peaked at $517K in Q4 2015.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.