Sharkey, Howes & Javer’s WEC Energy WEC Stock Holding History

Sharkey, Howes & Javer’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	-1,000	Closed	-$83K	–	184
2019 Q2	$83K	Hold	1,000	–	–	0.04%	93
2019 Q1	$79K	Hold	1,000	–	–	0.04%	94
2018 Q4	$69K	Hold	1,000	–	–	0.04%	94
2018 Q3	$67K	Hold	1,000	–	–	0.04%	99
2018 Q2	$65K	Hold	1,000	–	–	0.04%	94
2018 Q1	$62K	Hold	1,000	–	–	0.04%	83
2017 Q4	$66K	Hold	1,000	–	–	0.04%	76
2017 Q3	$65K	Hold	1,000	–	–	0.03%	81
2017 Q2	$61K	Hold	1,000	–	–	0.03%	78
2017 Q1	$61K	Hold	1,000	–	–	0.03%	82
2016 Q4	$59K	Hold	1,000	–	–	0.04%	86
2016 Q3	$60K	Hold	1,000	–	–	0.04%	83
2016 Q2	$65K	Hold	1,000	–	–	0.04%	83
2016 Q1	$60K	Hold	1,000	–	–	0.04%	83
2015 Q4	$51K	Hold	1,000	–	–	0.04%	89
2015 Q3	$48K	Sell	1,000 -1,000	-50%	-$48.6K	0.04%	93
2015 Q2	$90K	Buy	2,000 +1,000	+100%	+$48K	0.07%	46
2015 Q1	$50K	Buy	+1,000	New	+$52.3K	0.03%	91

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

Sharkey, Howes & Javer's WEC Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 1,000 shares — an estimated $83K sold.

Sharkey, Howes & Javer first reported a position in WEC in Q1 2015 and held it in 18 quarters. The position peaked at $90K in Q2 2015. 894 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

Sharkey, Howes & Javer reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 1,000 WEC Energy shares in Q3 2019, an estimated $83K.
Sharkey, Howes & Javer first reported a position in WEC Energy in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's WEC Energy position peaked at $90K in Q2 2015.
894 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.