America First Investment Advisors’s WEC Energy WEC Stock Holding History

America First Investment Advisors’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
2016 Q4	–	Sell	-1,428	Closed	-$86K	–	134
2016 Q3	$86K	Hold	1,428	–	–	0.04%	55
2016 Q2	$93K	Hold	1,428	–	–	0.04%	53
2016 Q1	$86K	Hold	1,428	–	–	0.04%	54
2015 Q4	$73K	Sell	1,428 -257	-15%	-$13.1K	0.03%	54
2015 Q3	$88K	Hold	1,685	–	–	0.04%	51
2015 Q2	$76K	Hold	1,685	–	–	0.03%	54
2015 Q1	$83K	Sell	1,685 -280	-14%	-$14.6K	0.04%	59
2014 Q4	$104K	Hold	1,965	–	–	0.04%	58
2014 Q3	$84K	Hold	1,965	–	–	0.04%	59
2014 Q2	$92K	Hold	1,965	–	–	0.04%	62
2014 Q1	$91K	Sell	1,965 -333	-14%	-$14.3K	0.04%	62
2013 Q4	$95K	Hold	2,298	–	–	0.04%	65
2013 Q3	$93K	Buy	2,298 +870	+61%	+$36.2K	0.05%	66
2013 Q2	$59K	Buy	+1,428	New	+$60.6K	0.03%	70

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

America First Investment Advisors's WEC Position: Q4 2016 in Review

America First Investment Advisors sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 1,428 shares — an estimated $86K sold.

America First Investment Advisors first reported a position in WEC in Q2 2013 and held it in 14 quarters. The position peaked at $104K in Q4 2014. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

America First Investment Advisors reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
America First Investment Advisors sold 1,428 WEC Energy shares in Q4 2016, an estimated $86K.
America First Investment Advisors first reported a position in WEC Energy in Q2 2013 and held it in 14 quarters.
America First Investment Advisors's WEC Energy position peaked at $104K in Q4 2014.
704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on America First Investment Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.