SevenBridge Financial Group’s WEC Energy WEC Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-630	Closed	-$53K	–	569
2019 Q2	$53K	Hold	630	–	–	0.02%	275
2019 Q1	$50K	Hold	630	–	–	0.02%	242
2018 Q4	$44K	Hold	630	–	–	0.03%	217
2018 Q3	$42K	Sell	630 -400	-39%	-$26.7K	0.02%	257
2018 Q2	$67K	Buy	1,030 +346	+51%	+$21.5K	0.04%	208
2018 Q1	$43K	Hold	684	–	–	0.02%	257
2017 Q4	$45K	Hold	684	–	–	0.02%	265
2017 Q3	$43K	Hold	684	–	–	0.02%	275
2017 Q2	$42K	Buy	684 +171	+33%	+$10.6K	0.03%	281
2017 Q1	$31K	Hold	513	–	–	0.02%	317
2016 Q4	$30K	Hold	513	–	–	0.02%	313
2016 Q3	$30K	Sell	513 -61	-11%	-$3.81K	0.02%	312
2016 Q2	$37K	Buy	+574	New	+$34.5K	0.03%	322

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SevenBridge Financial Group's WEC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 630 shares — an estimated $53K sold.

SevenBridge Financial Group first reported a position in WEC in Q2 2016 and held it in 13 quarters. The position peaked at $67K in Q2 2018. 895 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

SevenBridge Financial Group reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 630 WEC Energy shares in Q3 2019, an estimated $53K.
SevenBridge Financial Group first reported a position in WEC Energy in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's WEC Energy position peaked at $67K in Q2 2018.
895 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.