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Washington Trust Bank’s WEC Energy WEC Stock Holding History

Washington Trust Bank’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
2019
Q2 		– Sell
-512
Closed -$40K – 541
2019
Q1 		$40K Sell
512
-20
-4% -$1.48K 0.01% 365
2018
Q4 		$36K Sell
532
-19
-3% -$1.33K ﹤0.01% 373
2018
Q3 		$37K Sell
551
-401
-42% -$26.7K 0.01% 414
2018
Q2 		$62K Buy
952
+140
+17% +$8.7K 0.01% 361
2018
Q1 		$51K Sell
812
-540
-40% -$33.5K 0.01% 400
2017
Q4 		$90K Sell
1,352
-334
-20% -$22.4K 0.01% 327
2017
Q3 		$106K Sell
1,686
-178
-10% -$11.4K 0.02% 302
2017
Q2 		$114K Sell
1,864
-115
-6% -$7.1K 0.02% 264
2017
Q1 		$120K Sell
1,979
-156
-7% -$9.2K 0.03% 259
2016
Q4 		$125K Hold
2,135
– – 0.03% 250
2016
Q3 		$128K Buy
2,135
+905
+74% +$56.5K 0.03% 241
2016
Q2 		$80K Hold
1,230
– – 0.02% 303
2016
Q1 		$74K Sell
1,230
-20
-2% -$1.12K 0.02% 318
2015
Q4 		$64K Sell
1,250
-155
-11% -$7.91K 0.01% 358
2015
Q3 		$73K Buy
+1,405
New +$68.3K 0.02% 338
2015
Q2 		– Sell
-1,405
Closed -$70K – 814
2015
Q1 		$70K Sell
1,405
-385
-22% -$20.1K 0.02% 387
2014
Q4 		$94K Hold
1,790
– – 0.02% 354
2014
Q3 		$77K Hold
1,790
– – 0.02% 394
2014
Q2 		$84K Sell
1,790
-460
-20% -$21.4K 0.02% 405
2014
Q1 		$105K Buy
+2,250
New +$97K 0.02% 351

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Bank's WEC Position: Q2 2019 in Review

Washington Trust Bank sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 512 shares — an estimated $40K sold.

Washington Trust Bank first reported a position in WEC in Q1 2014 and held it in 20 quarters. The position peaked at $128K in Q3 2016. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • Washington Trust Bank reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 512 WEC Energy shares in Q2 2019, an estimated $40K.
  • Washington Trust Bank first reported a position in WEC Energy in Q1 2014 and held it in 20 quarters.
  • Washington Trust Bank's WEC Energy position peaked at $128K in Q3 2016.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.