Clearwater Capital Advisors’s WEC Energy WEC Stock Holding History

Clearwater Capital 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 Q2	–	Sell	-1,375	Closed	-$86K	–	559
2018 Q1	$86K	Buy	+1,375	New	+$85.3K	0.02%	247

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Clearwater Capital Advisors's WEC Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WEC Energy (WEC) in Q2 2018, closing a stake of 1,375 shares — an estimated $86K sold.

Clearwater Capital Advisors first reported a position in WEC in Q1 2018 and held it in 1 quarter. The position peaked at $86K in Q1 2018. 802 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

Clearwater Capital Advisors reported no remaining WEC Energy position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 1,375 WEC Energy shares in Q2 2018, an estimated $86K.
Clearwater Capital Advisors first reported a position in WEC Energy in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's WEC Energy position peaked at $86K in Q1 2018.
802 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.