Curian Capital’s WEC Energy WEC Stock Holding History

Curian Capital’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 Q1	–	Sell	-94,749	Closed	-$4.86M	–	378
2015 Q4	$4.86M	Sell	94,749 -179,585	-65%	-$9.17M	0.36%	55
2015 Q3	$14.3M	Sell	274,334 -128,654	-32%	-$6.26M	0.38%	52
2015 Q2	$18.1M	Buy	402,988 +2,140	+0.5%	+$103K	0.31%	76
2015 Q1	$19.8M	Buy	400,848 +33,430	+9%	+$1.75M	0.33%	67
2014 Q4	$19.4M	Buy	367,418 +3,450	+0.9%	+$169K	0.33%	65
2014 Q3	$15.7M	Buy	363,968 +68,792	+23%	+$3.05M	0.28%	84
2014 Q2	$13.8M	Buy	295,176 +3,181	+1%	+$148K	0.24%	95
2014 Q1	$13.6M	Buy	291,995 +43,532	+18%	+$1.88M	0.24%	91
2013 Q4	$10.3M	Buy	248,463 +5,896	+2%	+$245K	0.18%	138
2013 Q3	$9.79M	Buy	242,567 +3,222	+1%	+$134K	0.17%	125
2013 Q2	$9.81M	Buy	+239,345	New	+$10.2M	0.18%	110

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Curian Capital's WEC Position: Q1 2016 in Review

Curian Capital sold out of WEC Energy (WEC) in Q1 2016, closing a stake of 94,749 shares — an estimated $4.86M sold.

Curian Capital first reported a position in WEC in Q2 2013 and held it in 11 quarters. The position peaked at $19.8M in Q1 2015. 665 funds tracked by Wall St. Rank hold WEC as of Q1 2016.

Curian Capital reported no remaining WEC Energy position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 94,749 WEC Energy shares in Q1 2016, an estimated $4.86M.
Curian Capital first reported a position in WEC Energy in Q2 2013 and held it in 11 quarters.
Curian Capital's WEC Energy position peaked at $19.8M in Q1 2015.
665 funds tracked by Wall St. Rank held WEC Energy as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.