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Wilmington Trust Investment Management’s WEC Energy WEC Stock Holding History

Wilmington Trust Investment 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
2014
Q1 		– Sell
-5,600
Closed -$232K – 420
2013
Q4 		$232K Hold
5,600
– – 0.05% 349
2013
Q3 		$226K Hold
5,600
– – 0.05% 345
2013
Q2 		$230K Buy
+5,600
New +$238K 0.05% 362

Other funds holding WEC

Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Trust Investment Management's WEC Position: Q1 2014 in Review

Wilmington Trust Investment Management sold out of WEC Energy (WEC) in Q1 2014, closing a stake of 5,600 shares — an estimated $232K sold.

Wilmington Trust Investment Management first reported a position in WEC in Q2 2013 and held it in 3 quarters. The position peaked at $232K in Q4 2013. 504 funds tracked by Wall St. Rank hold WEC as of Q1 2014.

  • Wilmington Trust Investment Management reported no remaining WEC Energy position as of Q1 2014 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 5,600 WEC Energy shares in Q1 2014, an estimated $232K.
  • Wilmington Trust Investment Management first reported a position in WEC Energy in Q2 2013 and held it in 3 quarters.
  • Wilmington Trust Investment Management's WEC Energy position peaked at $232K in Q4 2013.
  • 504 funds tracked by Wall St. Rank held WEC Energy as of Q1 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q1 2014, filed 14 May 2014.