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CT Financial Advisors’s WEC Energy WEC Stock Holding History

CT Financial 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
2017
Q1 		$56.3K Hold
929
– – 0.03% 261
2016
Q4 		$54.5K Hold
929
– – 0.03% 259
2016
Q3 		$55.6K Hold
929
– – 0.03% 254
2016
Q2 		$60.7K Hold
929
– – 0.04% 247
2016
Q1 		$55.8K Hold
929
– – 0.03% 279
2015
Q4 		$47.7K Hold
929
– – 0.03% 304
2015
Q3 		$48.5K Hold
929
– – 0.03% 297
2015
Q2 		$41.8K Buy
+929
New +$44.6K 0.02% 319

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CT Financial Advisors's WEC Position: Q1 2017 in Review

CT Financial Advisors held its WEC Energy (WEC) position steady in Q1 2017 at 929 shares worth $56.3K. The position accounts for 0.03% of the portfolio, ranked #261.

CT Financial Advisors first reported a position in WEC in Q2 2015 and has held it in 8 quarters since. The position peaked at $60.7K in Q2 2016. 711 funds tracked by Wall St. Rank hold WEC as of Q1 2017.

  • CT Financial Advisors held 929 shares of WEC Energy worth $56.3K as of Q1 2017.
  • CT Financial Advisors left its WEC Energy share count unchanged in Q1 2017.
  • WEC Energy made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #261 holding.
  • CT Financial Advisors first reported a position in WEC Energy in Q2 2015 and has held it in 8 quarters since.
  • CT Financial Advisors's WEC Energy position peaked at $60.7K in Q2 2016.
  • 711 funds tracked by Wall St. Rank held WEC Energy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.