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Polaris Wealth Advisory Group’s WEC Energy WEC Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-200
Closed -$13K – 465
2018
Q3 		$13K Buy
+200
New +$13.3K ﹤0.01% 379
2016
Q1 		– Sell
-8,730
Closed -$448K – 151
2015
Q4 		$448K Buy
+8,730
New +$446K 0.07% 89

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's WEC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 200 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in WEC in Q4 2015 and held it in 2 quarters. The position peaked at $448K in Q4 2015. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 200 WEC Energy shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in WEC Energy in Q4 2015 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's WEC Energy position peaked at $448K in Q4 2015.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.