Ariel Investments’s WEC Energy WEC Stock Holding History

Ariel Investments’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 Q1	–	Sell	-55,138	Closed	-$2.83M	–	204
2015 Q4	$2.83M	Hold	55,138	–	–	0.03%	165
2015 Q3	$2.88M	Buy	+55,138	New	+$2.68M	0.04%	168
2015 Q1	–	Sell	-8,950	Closed	-$472K	–	191
2014 Q4	$472K	Sell	8,950 -33,696	-79%	-$1.65M	0.01%	190
2014 Q3	$1.83M	Buy	42,646 +1,026	+2%	+$45.6K	0.02%	173
2014 Q2	$1.95M	Buy	+41,620	New	+$1.93M	0.02%	173

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

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

Ariel Investments's WEC Position: Q1 2016 in Review

Ariel Investments sold out of WEC Energy (WEC) in Q1 2016, closing a stake of 55,138 shares — an estimated $2.83M sold.

Ariel Investments first reported a position in WEC in Q2 2014 and held it in 5 quarters. The position peaked at $2.88M in Q3 2015. 665 funds tracked by Wall St. Rank hold WEC as of Q1 2016.

Ariel Investments reported no remaining WEC Energy position as of Q1 2016 after selling out during the quarter.
Ariel Investments sold 55,138 WEC Energy shares in Q1 2016, an estimated $2.83M.
Ariel Investments first reported a position in WEC Energy in Q2 2014 and held it in 5 quarters.
Ariel Investments's WEC Energy position peaked at $2.88M in Q3 2015.
665 funds tracked by Wall St. Rank held WEC Energy as of Q1 2016.

Based on Ariel Investments's 13F filing for Q1 2016, filed 13 May 2016.