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Zurich Insurance Group’s WEC Energy WEC Stock Holding History

Zurich Insurance Group’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
Q1 		– Sell
-48,378
Closed -$3.21M – 586
2017
Q4 		$3.21M Buy
48,378
+5,937
+14% +$398K 0.08% 317
2017
Q3 		$2.66M Sell
42,441
-1,267
-3% -$80.8K 0.07% 308
2017
Q2 		$2.68M Sell
43,708
-1,168
-3% -$72.2K 0.08% 313
2017
Q1 		$2.72M Buy
44,876
+2,404
+6% +$142K 0.08% 295
2016
Q4 		$2.49M Buy
+42,472
New +$2.44M 0.08% 293

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Zurich Insurance Group's WEC Position: Q1 2018 in Review

Zurich Insurance Group sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 48,378 shares — an estimated $3.21M sold.

Zurich Insurance Group first reported a position in WEC in Q4 2016 and held it in 5 quarters. The position peaked at $3.21M in Q4 2017. 782 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

  • Zurich Insurance Group reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
  • Zurich Insurance Group sold 48,378 WEC Energy shares in Q1 2018, an estimated $3.21M.
  • Zurich Insurance Group first reported a position in WEC Energy in Q4 2016 and held it in 5 quarters.
  • Zurich Insurance Group's WEC Energy position peaked at $3.21M in Q4 2017.
  • 782 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on Zurich Insurance Group's 13F filing for Q1 2018, filed 15 May 2018.