Alexandria Capital’s WEC Energy WEC Stock Holding History

Alexandria Capital’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
2017 Q4	–	Sell	-418	Closed	-$26K	–	531
2017 Q3	$26K	Hold	418	–	–	0.01%	324
2017 Q2	$26K	Hold	418	–	–	0.01%	324
2017 Q1	$25K	Hold	418	–	–	0.01%	319
2016 Q4	$25K	Hold	418	–	–	0.01%	324
2016 Q3	$25K	Hold	418	–	–	﹤0.01%	323
2016 Q2	$27K	Hold	418	–	–	﹤0.01%	316
2016 Q1	$25K	Hold	418	–	–	﹤0.01%	324
2015 Q4	$21K	Buy	+418	New	+$21.3K	0.01%	364

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

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

Alexandria Capital's WEC Position: Q4 2017 in Review

Alexandria Capital sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 418 shares — an estimated $26K sold.

Alexandria Capital first reported a position in WEC in Q4 2015 and held it in 8 quarters. The position peaked at $27K in Q2 2016. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

Alexandria Capital reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 418 WEC Energy shares in Q4 2017, an estimated $26K.
Alexandria Capital first reported a position in WEC Energy in Q4 2015 and held it in 8 quarters.
Alexandria Capital's WEC Energy position peaked at $27K in Q2 2016.
786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.