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Banced Corp’s WEC Energy WEC Stock Holding History

Banced Corp’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
-13,308
Closed -$620K – 201
2014
Q1 		$620K Sell
13,308
-1,848
-12% -$79.6K 0.65% 44
2013
Q4 		$626K Sell
15,156
-1,877
-11% -$77.9K 0.63% 49
2013
Q3 		$687K Buy
17,033
+370
+2% +$15.4K 0.69% 45
2013
Q2 		$683K Buy
+16,663
New +$707K 0.7% 53

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Banced Corp's WEC Position: Q2 2014 in Review

Banced Corp sold out of WEC Energy (WEC) in Q2 2014, closing a stake of 13,308 shares — an estimated $620K sold.

Banced Corp first reported a position in WEC in Q2 2013 and held it in 4 quarters. The position peaked at $687K in Q3 2013. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

  • Banced Corp reported no remaining WEC Energy position as of Q2 2014 after selling out during the quarter.
  • Banced Corp sold 13,308 WEC Energy shares in Q2 2014, an estimated $620K.
  • Banced Corp first reported a position in WEC Energy in Q2 2013 and held it in 4 quarters.
  • Banced Corp's WEC Energy position peaked at $687K in Q3 2013.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on Banced Corp's 13F filing for Q2 2014, filed 8 Jul 2014.