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Pathway Financial Advisors’s WEC Energy WEC Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-716
Closed -$46K – 383
2018
Q2 		$46K Hold
716
– – 0.03% 264
2018
Q1 		$45K Hold
716
– – 0.03% 271
2017
Q4 		$48K Buy
+716
New +$48K 0.03% 283

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pathway Financial Advisors's WEC Position: Q3 2018 in Review

Pathway Financial Advisors sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 716 shares — an estimated $46K sold.

Pathway Financial Advisors first reported a position in WEC in Q4 2017 and held it in 3 quarters. The position peaked at $48K in Q4 2017. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

  • Pathway Financial Advisors reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 716 WEC Energy shares in Q3 2018, an estimated $46K.
  • Pathway Financial Advisors first reported a position in WEC Energy in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's WEC Energy position peaked at $48K in Q4 2017.
  • 795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.