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Visionary Asset Management’s WEC Energy WEC Stock Holding History

Visionary Asset Management’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
Q1 		– Sell
-3,734
Closed -$248K – 313
2017
Q4 		$248K Buy
3,734
+294
+9% +$19.7K 0.07% 201
2017
Q3 		$216K Buy
+3,440
New +$219K 0.06% 213

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
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Visionary Asset Management's WEC Position: Q1 2018 in Review

Visionary Asset Management sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 3,734 shares — an estimated $248K sold.

Visionary Asset Management first reported a position in WEC in Q3 2017 and held it in 2 quarters. The position peaked at $248K in Q4 2017. 782 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

  • Visionary Asset Management reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
  • Visionary Asset Management sold 3,734 WEC Energy shares in Q1 2018, an estimated $248K.
  • Visionary Asset Management first reported a position in WEC Energy in Q3 2017 and held it in 2 quarters.
  • Visionary Asset Management's WEC Energy position peaked at $248K in Q4 2017.
  • 782 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on Visionary Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.