Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / WEC
-
Total 13F shares
-
152,314
-
Share change
-
+6,874
-
Total reported value
-
$12,696,000
-
Price per share
-
$83.33
-
Number of holders
-
11
-
Value change
-
+$590,435
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q2 2019
As of 30 Jun 2019,
Wisconsin Egy Cp Hldg Co - WEC (WEC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
152,314 shares.
The largest 10 holders included
Gulf International Bank (UK) Ltd, PRUDENTIAL PLC, Bruce & Co., Inc., Opus Capital Group, LLC, West Oak Capital, LLC, BALASA DINVERNO & FOLTZ LLC, Tower View Investment Management & Research LLC, LeJeune Puetz Investment Counsel LLC, SONORA INVESTMENT MANAGEMENT, LLC, and Alpha Omega Wealth Management LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q2 2019 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.