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Sound View Wealth Advisors’s WEC Energy WEC Stock Holding History

Sound View 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 		$241K Sell
3,050
-405
-12% -$30K 0.08% 219
2018
Q4 		$239K Buy
+3,455
New +$243K 0.09% 204

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sound View Wealth Advisors's WEC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its WEC Energy (WEC) stake by 12% in Q1 2019, selling an estimated $30K and leaving 3,050 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #219.

Sound View Wealth Advisors first reported a position in WEC in Q4 2018 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

  • Sound View Wealth Advisors held 3,050 shares of WEC Energy worth $241K as of Q1 2019.
  • Sound View Wealth Advisors sold 405 WEC Energy shares in Q1 2019, an estimated $30K.
  • WEC Energy made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #219 holding.
  • Sound View Wealth Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 2 quarters since.
  • 862 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.