Clear Perspective Advisors’s WEC Energy WEC Stock Holding History

Clear Perspective 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 Q3	–	Sell	-19	Closed	-$1K	–	436
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	485
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	486
2017 Q4	$1K	Hold	19	–	–	﹤0.01%	454
2017 Q3	$1K	Hold	19	–	–	﹤0.01%	461
2017 Q2	$1K	Hold	19	–	–	﹤0.01%	460
2017 Q1	$1K	Hold	19	–	–	﹤0.01%	404
2016 Q4	$1K	Buy	+19	New	+$1.09K	﹤0.01%	403

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clear Perspective Advisors's WEC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 19 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in WEC in Q4 2016 and held it in 7 quarters. The position peaked at $1K in Q2 2018. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

Clear Perspective Advisors reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 19 WEC Energy shares in Q3 2018, an estimated $1K.
Clear Perspective Advisors first reported a position in WEC Energy in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's WEC Energy position peaked at $1K in Q2 2018.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.