Yorktown Management & Research Company’s WEC Energy WEC Stock Holding History

Yorktown Management & Research Company’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	-3,900	Closed	-$260K	–	355
2018 Q3	$260K	Hold	3,900	–	–	0.08%	327
2018 Q2	$252K	Hold	3,900	–	–	0.07%	314
2018 Q1	$245K	Hold	3,900	–	–	0.07%	332
2017 Q4	$259K	Hold	3,900	–	–	0.07%	331
2017 Q3	$245K	Hold	3,900	–	–	0.06%	325
2017 Q2	$239K	Hold	3,900	–	–	0.08%	247
2017 Q1	$236K	Hold	3,900	–	–	0.06%	286
2016 Q4	$229K	Buy	+3,900	New	+$224K	0.06%	305

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

Yorktown Management & Research Company's WEC Position: Q4 2018 in Review

Yorktown Management & Research Company sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 3,900 shares — an estimated $260K sold.

Yorktown Management & Research Company first reported a position in WEC in Q4 2016 and held it in 8 quarters. The position peaked at $260K in Q3 2018. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Yorktown Management & Research Company reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 3,900 WEC Energy shares in Q4 2018, an estimated $260K.
Yorktown Management & Research Company first reported a position in WEC Energy in Q4 2016 and held it in 8 quarters.
Yorktown Management & Research Company's WEC Energy position peaked at $260K in Q3 2018.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Yorktown Management & Research Company's 13F filing for Q4 2018, filed 8 Feb 2019.