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Edge Wealth Management’s WEC Energy WEC Stock Holding History

Edge Wealth Management’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
2014
Q2 		– Sell
-294
Closed -$14K – 425
2014
Q1 		$14K Hold
294
– – 0.01% 267
2013
Q4 		$12K Hold
294
– – 0.01% 259
2013
Q3 		$12K Hold
294
– – 0.01% 231
2013
Q2 		$12K Buy
+294
New +$12.5K 0.01% 223

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edge Wealth Management's WEC Position: Q2 2014 in Review

Edge Wealth Management sold out of WEC Energy (WEC) in Q2 2014, closing a stake of 294 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in WEC in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q1 2014. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

  • Edge Wealth Management reported no remaining WEC Energy position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 294 WEC Energy shares in Q2 2014, an estimated $14K.
  • Edge Wealth Management first reported a position in WEC Energy in Q2 2013 and held it in 4 quarters.
  • Edge Wealth Management's WEC Energy position peaked at $14K in Q1 2014.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.