CIBC Bank USA’s WEC Energy WEC Stock Holding History

CIBC Bank USA’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 Q3	–	Sell	-3,367	Closed	-$220K	–	269
2016 Q2	$220K	Buy	+3,367	New	+$203K	0.03%	232
2016 Q1	–	Sell	-5,118	Closed	-$263K	–	262
2015 Q4	$263K	Buy	5,118 +85	+2%	+$4.34K	0.05%	194
2015 Q3	$264K	Buy	+5,033	New	+$245K	0.05%	198

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CIBC Bank USA's WEC Position: Q3 2016 in Review

CIBC Bank USA sold out of WEC Energy (WEC) in Q3 2016, closing a stake of 3,367 shares — an estimated $220K sold.

CIBC Bank USA first reported a position in WEC in Q3 2015 and held it in 3 quarters. The position peaked at $264K in Q3 2015. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

CIBC Bank USA reported no remaining WEC Energy position as of Q3 2016 after selling out during the quarter.
CIBC Bank USA sold 3,367 WEC Energy shares in Q3 2016, an estimated $220K.
CIBC Bank USA first reported a position in WEC Energy in Q3 2015 and held it in 3 quarters.
CIBC Bank USA's WEC Energy position peaked at $264K in Q3 2015.
686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on CIBC Bank USA's 13F filing for Q3 2016, filed 13 Oct 2016.