BDO Wealth Advisors’s WEC Energy WEC Stock Holding History

BDO Wealth 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
2018 Q1	–	Sell	-27	Closed	-$2K	–	621
2017 Q4	$2K	Buy	+27	New	+$1.81K	﹤0.01%	437

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

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

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

BDO Wealth Advisors's WEC Position: Q1 2018 in Review

BDO Wealth Advisors sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 27 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in WEC in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 782 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

BDO Wealth Advisors reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
BDO Wealth Advisors sold 27 WEC Energy shares in Q1 2018, an estimated $2K.
BDO Wealth Advisors first reported a position in WEC Energy in Q4 2017 and held it in 1 quarter.
BDO Wealth Advisors's WEC Energy position peaked at $2K in Q4 2017.
782 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.