SMFS
WEC icon

Squar Milner Financial Services’s WEC Energy WEC Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-86
Closed -$7K – 726
2020
Q1 		$7K Sell
86
-24
-22% -$2.31K ﹤0.01% 576
2019
Q4 		$10K Buy
+110
New +$10K 0.01% 586

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's WEC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 86 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in WEC in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 86 WEC Energy shares in Q2 2020, an estimated $7K.
  • Squar Milner Financial Services first reported a position in WEC Energy in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's WEC Energy position peaked at $10K in Q4 2019.
  • 905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.