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Woodmont Investment Counsel’s WEC Energy WEC Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-758
Closed -$45K – 616
2016
Q3 		$45K Buy
+758
New +$47.3K 0.01% 274
2016
Q2 		– Sell
-250
Closed -$15K – 451
2016
Q1 		$15K Hold
250
– – ﹤0.01% 374
2015
Q4 		$13K Hold
250
– – ﹤0.01% 402
2015
Q3 		$13K Hold
250
– – ﹤0.01% 407
2015
Q2 		$11K Buy
+250
New +$12K ﹤0.01% 421

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Woodmont Investment Counsel's WEC Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 758 shares — an estimated $45K sold.

Woodmont Investment Counsel first reported a position in WEC in Q2 2015 and held it in 5 quarters. The position peaked at $45K in Q3 2016. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 758 WEC Energy shares in Q4 2016, an estimated $45K.
  • Woodmont Investment Counsel first reported a position in WEC Energy in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's WEC Energy position peaked at $45K in Q3 2016.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.