Delphi Private Advisors’s WEC Energy WEC Stock Holding History

Delphi Private 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 Q3	–	Sell	-1,976	Closed	-$120K	–	116
2017 Q2	$120K	Buy	1,976 +1,276	+182%	+$78.8K	0.24%	19
2017 Q1	$42K	Hold	700	–	–	0.08%	39
2016 Q4	$41K	Hold	700	–	–	0.07%	53
2016 Q3	$42K	Sell	700 -533	-43%	-$33.3K	0.07%	40
2016 Q2	$81K	Sell	1,233 -43	-3%	-$2.59K	0.15%	30
2016 Q1	$77K	Hold	1,276	–	–	0.14%	34
2015 Q4	$65K	Buy	+1,276	New	+$65.1K	0.11%	42

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 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

Delphi Private Advisors's WEC Position: Q3 2017 in Review

Delphi Private Advisors sold out of WEC Energy (WEC) in Q3 2017, closing a stake of 1,976 shares — an estimated $120K sold.

Delphi Private Advisors first reported a position in WEC in Q4 2015 and held it in 7 quarters. The position peaked at $120K in Q2 2017. 721 funds tracked by Wall St. Rank hold WEC as of Q3 2017.

Delphi Private Advisors reported no remaining WEC Energy position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 1,976 WEC Energy shares in Q3 2017, an estimated $120K.
Delphi Private Advisors first reported a position in WEC Energy in Q4 2015 and held it in 7 quarters.
Delphi Private Advisors's WEC Energy position peaked at $120K in Q2 2017.
721 funds tracked by Wall St. Rank held WEC Energy as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.