Cowen Prime Advisors’s WEC Energy WEC Stock Holding History

Cowen Prime 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	-2,500	Closed	-$162K	–	211
2018 Q2	$162K	Hold	2,500	–	–	0.08%	84
2018 Q1	$157K	Hold	2,500	–	–	0.09%	90
2017 Q4	$166K	Hold	2,500	–	–	0.08%	95
2017 Q3	$157K	Hold	2,500	–	–	0.07%	83
2017 Q2	$153K	Hold	2,500	–	–	0.07%	87
2017 Q1	$152K	Buy	+2,500	New	+$147K	0.08%	89
2016 Q1	–	Sell	-4,500	Closed	-$231K	–	252
2015 Q4	$231K	Hold	4,500	–	–	0.1%	92
2015 Q3	$235K	Hold	4,500	–	–	0.11%	95
2015 Q2	$202K	Hold	4,500	–	–	0.08%	104
2015 Q1	$223K	Hold	4,500	–	–	0.09%	108
2014 Q4	$237K	Hold	4,500	–	–	0.09%	103
2014 Q3	$194K	Hold	4,500	–	–	0.08%	107
2014 Q2	$211K	Hold	4,500	–	–	0.08%	95
2014 Q1	$209K	Hold	4,500	–	–	0.08%	95
2013 Q4	$186K	Hold	4,500	–	–	0.07%	100
2013 Q3	$182K	Hold	4,500	–	–	0.07%	116
2013 Q2	$181K	Buy	+4,500	New	+$191K	0.08%	110

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cowen Prime Advisors's WEC Position: Q3 2018 in Review

Cowen Prime Advisors sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 2,500 shares — an estimated $162K sold.

Cowen Prime Advisors first reported a position in WEC in Q2 2013 and held it in 17 quarters. The position peaked at $237K in Q4 2014. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

Cowen Prime Advisors reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
Cowen Prime Advisors sold 2,500 WEC Energy shares in Q3 2018, an estimated $162K.
Cowen Prime Advisors first reported a position in WEC Energy in Q2 2013 and held it in 17 quarters.
Cowen Prime Advisors's WEC Energy position peaked at $237K in Q4 2014.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Cowen Prime Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.