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SRB Corp’s WEC Energy WEC Stock Holding History

SRB Corp’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
2018
Q4 		– Sell
-8,215
Closed -$548K – 203
2018
Q3 		$548K Hold
8,215
– – 0.05% 72
2018
Q2 		$531K Buy
8,215
+4,755
+137% +$295K 0.06% 35
2018
Q1 		$217K Buy
3,460
+714
+26% +$44.3K 0.03% 33
2017
Q4 		$182K Hold
2,746
– – 0.02% 164
2017
Q3 		$172K Sell
2,746
-176
-6% -$11.2K 0.02% 156
2017
Q2 		$179K Sell
2,922
-113
-4% -$6.98K 0.03% 146
2017
Q1 		$184K Hold
3,035
– – 0.03% 53
2016
Q4 		$178K Buy
3,035
+341
+13% +$19.6K 0.02% 72
2016
Q3 		$161K Buy
+2,694
New +$168K 0.02% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRB Corp's WEC Position: Q4 2018 in Review

SRB Corp sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 8,215 shares — an estimated $548K sold.

SRB Corp first reported a position in WEC in Q3 2016 and held it in 9 quarters. The position peaked at $548K in Q3 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • SRB Corp reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • SRB Corp sold 8,215 WEC Energy shares in Q4 2018, an estimated $548K.
  • SRB Corp first reported a position in WEC Energy in Q3 2016 and held it in 9 quarters.
  • SRB Corp's WEC Energy position peaked at $548K in Q3 2018.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on SRB Corp's 13F filing for Q4 2018, filed 14 Feb 2019.