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Wilmington Trust’s WEC Energy WEC Stock Holding History

Wilmington Trust’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
Q2 		$364K Sell
7,776
-265
-3% -$12.3K 0.01% 566
2014
Q1 		$374K Hold
8,041
– – 0.01% 548
2013
Q4 		$333K Hold
8,041
– – 0.01% 573
2013
Q3 		$325K Hold
8,041
– – 0.01% 551
2013
Q2 		$330K Buy
+8,041
New +$341K 0.01% 536

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilmington Trust's WEC Position: Q2 2014 in Review

Wilmington Trust reduced its WEC Energy (WEC) stake by 3.3% in Q2 2014, selling an estimated $12.3K and leaving 7,776 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #566.

Wilmington Trust first reported a position in WEC in Q2 2013 and has held it in 5 quarters since. The position peaked at $374K in Q1 2014. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

  • Wilmington Trust held 7,776 shares of WEC Energy worth $364K as of Q2 2014.
  • Wilmington Trust sold 265 WEC Energy shares in Q2 2014, an estimated $12.3K.
  • WEC Energy made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #566 holding.
  • Wilmington Trust first reported a position in WEC Energy in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's WEC Energy position peaked at $374K in Q1 2014.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.