Whitney & Co’s WEC Energy WEC Stock Holding History

Whitney & Co’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 Q4	–	Sell	-355	Closed	-$25K	–	469
2018 Q3	$25K	Sell	355 -150	-30%	-$10K	0.01%	230
2018 Q2	$33K	Hold	505	–	–	0.01%	186
2018 Q1	$32K	Buy	+505	New	+$31.3K	0.01%	193

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Whitney & Co's WEC Position: Q4 2018 in Review

Whitney & Co sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 355 shares — an estimated $25K sold.

Whitney & Co first reported a position in WEC in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Whitney & Co reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 355 WEC Energy shares in Q4 2018, an estimated $25K.
Whitney & Co first reported a position in WEC Energy in Q1 2018 and held it in 3 quarters.
Whitney & Co's WEC Energy position peaked at $33K in Q2 2018.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.