SPC
WEC icon

Stewart & Patten Company’s WEC Energy WEC Stock Holding History

Stewart & Patten Company’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
2014
Q3 		– Sell
-4,600
Closed -$216K – 96
2014
Q2 		$216K Hold
4,600
– – 0.04% 85
2014
Q1 		$214K Buy
+4,600
New +$198K 0.04% 92

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Stewart & Patten Company's WEC Position: Q3 2014 in Review

Stewart & Patten Company sold out of WEC Energy (WEC) in Q3 2014, closing a stake of 4,600 shares — an estimated $216K sold.

Stewart & Patten Company first reported a position in WEC in Q1 2014 and held it in 2 quarters. The position peaked at $216K in Q2 2014. 517 funds tracked by Wall St. Rank hold WEC as of Q3 2014.

  • Stewart & Patten Company reported no remaining WEC Energy position as of Q3 2014 after selling out during the quarter.
  • Stewart & Patten Company sold 4,600 WEC Energy shares in Q3 2014, an estimated $216K.
  • Stewart & Patten Company first reported a position in WEC Energy in Q1 2014 and held it in 2 quarters.
  • Stewart & Patten Company's WEC Energy position peaked at $216K in Q2 2014.
  • 517 funds tracked by Wall St. Rank held WEC Energy as of Q3 2014.

Based on Stewart & Patten Company's 13F filing for Q3 2014, filed 14 Oct 2014.