Old Mutual Customised Solutions’s WEC Energy WEC Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.18M	Sell	18,222 -2,300	-11%	-$143K	0.12%	220
2018 Q1	$1.29M	Hold	20,522	–	–	0.13%	198
2017 Q4	$1.36M	Buy	20,522 +7,700	+60%	+$517K	0.14%	183
2017 Q3	$805K	Hold	12,822	–	–	0.11%	227
2017 Q2	$787K	Sell	12,822 -1,900	-13%	-$117K	0.12%	215
2017 Q1	$893K	Buy	14,722 +5,949	+68%	+$351K	0.14%	184
2016 Q4	$515K	Buy	8,773 +3,300	+60%	+$189K	0.09%	263
2016 Q3	$328K	Sell	5,473 -2,200	-29%	-$137K	0.09%	255
2016 Q2	$501K	Hold	7,673	–	–	0.13%	198
2016 Q1	$461K	Hold	7,673	–	–	0.12%	209
2015 Q4	$394K	Hold	7,673	–	–	0.1%	248
2015 Q3	$401K	Buy	7,673 +4,173	+119%	+$203K	0.11%	228
2015 Q2	$157K	Buy	3,500 +1,300	+59%	+$62.4K	0.04%	518
2015 Q1	$109K	Buy	2,200 +1,800	+450%	+$94.1K	0.03%	608
2014 Q4	$21K	Hold	400	–	–	0.01%	700
2014 Q3	$17K	Sell	400 -1,000	-71%	-$44.4K	﹤0.01%	676
2014 Q2	$66K	Hold	1,400	–	–	0.02%	657
2014 Q1	$65K	Hold	1,400	–	–	0.02%	664
2013 Q4	$58K	Hold	1,400	–	–	0.02%	679
2013 Q3	$57K	Hold	1,400	–	–	0.02%	669
2013 Q2	$57K	Buy	+1,400	New	+$59.4K	0.02%	681

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Old Mutual Customised Solutions's WEC Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its WEC Energy (WEC) stake by 11% in Q2 2018, selling an estimated $143K and leaving 18,222 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #220.

Old Mutual Customised Solutions first reported a position in WEC in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2017. 802 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

Old Mutual Customised Solutions held 18,222 shares of WEC Energy worth $1.18M as of Q2 2018.
Old Mutual Customised Solutions sold 2,300 WEC Energy shares in Q2 2018, an estimated $143K.
WEC Energy made up 0.12% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #220 holding.
Old Mutual Customised Solutions first reported a position in WEC Energy in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's WEC Energy position peaked at $1.36M in Q4 2017.
802 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.