Advisory Research’s WEC Energy WEC Stock Holding History

Advisory Research’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	–	Sell	-1,567	Closed	-$73K	–	674
2014 Q1	$73K	Buy	+1,567	New	+$67.5K	﹤0.01%	397

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research's WEC Position: Q2 2014 in Review

Advisory Research sold out of WEC Energy (WEC) in Q2 2014, closing a stake of 1,567 shares — an estimated $73K sold.

Advisory Research first reported a position in WEC in Q1 2014 and held it in 1 quarter. The position peaked at $73K in Q1 2014. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

Advisory Research reported no remaining WEC Energy position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,567 WEC Energy shares in Q2 2014, an estimated $73K.
Advisory Research first reported a position in WEC Energy in Q1 2014 and held it in 1 quarter.
Advisory Research's WEC Energy position peaked at $73K in Q1 2014.
536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.