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Pin Oak Investment Advisors’s WEC Energy WEC Stock Holding History

Pin Oak 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
2019
Q3 		– Sell
-117
Closed -$10K – 457
2019
Q2 		$10K Buy
+117
New +$9.38K 0.01% 359

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pin Oak Investment Advisors's WEC Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 117 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in WEC in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 893 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 117 WEC Energy shares in Q3 2019, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in WEC Energy in Q2 2019 and held it in 1 quarter.
  • Pin Oak Investment Advisors's WEC Energy position peaked at $10K in Q2 2019.
  • 893 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.