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Wilbanks Smith & Thomas Asset Management’s WEC Energy WEC Stock Holding History

Wilbanks Smith & Thomas 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
Q4 		– Sell
-511
Closed -$34K – 1301
2018
Q3 		$34K Buy
+511
New +$34.1K ﹤0.01% 770

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Deutsche Bank
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JP Morgan Chase
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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Renaissance Technologies
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Geode Capital Management
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Wilbanks Smith & Thomas Asset Management's WEC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 511 shares — an estimated $34K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WEC in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 511 WEC Energy shares in Q4 2018, an estimated $34K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WEC Energy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WEC Energy position peaked at $34K in Q3 2018.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.