River Wealth Advisors’s WEC Energy WEC Stock Holding History

River Wealth 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 Q1	–	Sell	-95	Closed	-$7K	–	505
2018 Q4	$7K	Hold	95	–	–	﹤0.01%	453
2018 Q3	$6K	Buy	95 +1	+1%	+$67	﹤0.01%	493
2018 Q2	$6K	Buy	+94	New	+$5.84K	﹤0.01%	494

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

River Wealth Advisors's WEC Position: Q1 2019 in Review

River Wealth Advisors sold out of WEC Energy (WEC) in Q1 2019, closing a stake of 95 shares — an estimated $7K sold.

River Wealth Advisors first reported a position in WEC in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 863 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

River Wealth Advisors reported no remaining WEC Energy position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 95 WEC Energy shares in Q1 2019, an estimated $7K.
River Wealth Advisors first reported a position in WEC Energy in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's WEC Energy position peaked at $7K in Q4 2018.
863 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.