Smith Shellnut Wilson’s WEC Energy WEC Stock Holding History

Smith Shellnut Wilson’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
2017 Q4	–	Sell	-3,975	Closed	-$250K	–	128
2017 Q3	$250K	Sell	3,975 -146	-4%	-$9.31K	0.22%	107
2017 Q2	$269K	Hold	4,121	–	–	0.28%	91
2017 Q1	$250K	Hold	4,121	–	–	0.23%	106
2016 Q4	$242K	Buy	+4,121	New	+$236K	0.23%	108

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Smith Shellnut Wilson's WEC Position: Q4 2017 in Review

Smith Shellnut Wilson sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 3,975 shares — an estimated $250K sold.

Smith Shellnut Wilson first reported a position in WEC in Q4 2016 and held it in 4 quarters. The position peaked at $269K in Q2 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

Smith Shellnut Wilson reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
Smith Shellnut Wilson sold 3,975 WEC Energy shares in Q4 2017, an estimated $250K.
Smith Shellnut Wilson first reported a position in WEC Energy in Q4 2016 and held it in 4 quarters.
Smith Shellnut Wilson's WEC Energy position peaked at $269K in Q2 2017.
786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Smith Shellnut Wilson's 13F filing for Q4 2017, filed 22 Feb 2018.