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Sullivan, Bruyette, Speros & Blaney’s WEC Energy WEC Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2016
Q3 		– Sell
-3,331
Closed -$217K – 145
2016
Q2 		$217K Buy
+3,331
New +$200K 0.02% 122

Other funds holding WEC

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State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's WEC Position: Q3 2016 in Review

Sullivan, Bruyette, Speros & Blaney sold out of WEC Energy (WEC) in Q3 2016, closing a stake of 3,331 shares — an estimated $217K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in WEC in Q2 2016 and held it in 1 quarter. The position peaked at $217K in Q2 2016. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining WEC Energy position as of Q3 2016 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 3,331 WEC Energy shares in Q3 2016, an estimated $217K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in WEC Energy in Q2 2016 and held it in 1 quarter.
  • Sullivan, Bruyette, Speros & Blaney's WEC Energy position peaked at $217K in Q2 2016.
  • 686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q3 2016, filed 14 Nov 2016.