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Pacific Center for Financial Services’s WEC Energy WEC Stock Holding History

Pacific Center for Financial Services’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
Q1 		– Sell
-224
Closed -$15K – 314
2017
Q4 		$15K Buy
+224
New +$15K 0.01% 171

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State Street
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Deutsche Bank
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Pacific Center for Financial Services's WEC Position: Q1 2018 in Review

Pacific Center for Financial Services sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 224 shares — an estimated $15K sold.

Pacific Center for Financial Services first reported a position in WEC in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 783 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

  • Pacific Center for Financial Services reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
  • Pacific Center for Financial Services sold 224 WEC Energy shares in Q1 2018, an estimated $15K.
  • Pacific Center for Financial Services first reported a position in WEC Energy in Q4 2017 and held it in 1 quarter.
  • Pacific Center for Financial Services's WEC Energy position peaked at $15K in Q4 2017.
  • 783 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on Pacific Center for Financial Services's 13F filing for Q1 2018, filed 8 May 2018.