Poehling Capital Management’s WEC Energy WEC Stock Holding History

Poehling Capital Management’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	-811	Closed	-$52K	–	256
2018 Q2	$52K	Hold	811	–	–	0.05%	149
2018 Q1	$51K	Buy	+811	New	+$50.3K	0.04%	143

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Poehling Capital Management's WEC Position: Q3 2018 in Review

Poehling Capital Management sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 811 shares — an estimated $52K sold.

Poehling Capital Management first reported a position in WEC in Q1 2018 and held it in 2 quarters. The position peaked at $52K in Q2 2018. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

Poehling Capital Management reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
Poehling Capital Management sold 811 WEC Energy shares in Q3 2018, an estimated $52K.
Poehling Capital Management first reported a position in WEC Energy in Q1 2018 and held it in 2 quarters.
Poehling Capital Management's WEC Energy position peaked at $52K in Q2 2018.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.