Weil Company’s WEC Energy WEC Stock Holding History

Weil 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
2019 Q4	–	Sell	-1,384	Closed	-$132K	–	335
2019 Q3	$132K	Buy	+1,384	New	+$125K	0.1%	120

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weil Company's WEC Position: Q4 2019 in Review

Weil Company sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 1,384 shares — an estimated $132K sold.

Weil Company first reported a position in WEC in Q3 2019 and held it in 1 quarter. The position peaked at $132K in Q3 2019. 923 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

Weil Company reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
Weil Company sold 1,384 WEC Energy shares in Q4 2019, an estimated $132K.
Weil Company first reported a position in WEC Energy in Q3 2019 and held it in 1 quarter.
Weil Company's WEC Energy position peaked at $132K in Q3 2019.
923 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.