Boston Private Bank & Trust’s WEC Energy WEC Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$185K	Buy	3,735 +235	+7%	+$12.3K	0.01%	407
2014 Q4	$185K	Hold	3,500	–	–	0.01%	411
2014 Q3	$151K	Hold	3,500	–	–	0.01%	426
2014 Q2	$164K	Hold	3,500	–	–	0.01%	417
2014 Q1	$163K	Hold	3,500	–	–	0.01%	419
2013 Q4	$145K	Hold	3,500	–	–	0.01%	439
2013 Q3	$141K	Hold	3,500	–	–	0.01%	423
2013 Q2	$143K	Buy	+3,500	New	+$148K	0.01%	412

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

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

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

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

EIP

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

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

Boston Private Bank & Trust's WEC Position: Q1 2015 in Review

Boston Private Bank & Trust increased its WEC Energy (WEC) stake by 6.7% in Q1 2015, buying an estimated $12.3K and bringing the position to 3,735 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #407.

Boston Private Bank & Trust first reported a position in WEC in Q2 2013 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold WEC as of Q1 2015.

Boston Private Bank & Trust held 3,735 shares of WEC Energy worth $185K as of Q1 2015.
Boston Private Bank & Trust bought 235 WEC Energy shares in Q1 2015, an estimated $12.3K.
WEC Energy made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #407 holding.
Boston Private Bank & Trust first reported a position in WEC Energy in Q2 2013 and has held it in 8 quarters since.
561 funds tracked by Wall St. Rank held WEC Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.