EisnerAmper Wealth Management Corporate Benefits’s WEC Energy WEC Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-14,510	Closed	-$758K	–	76
2015 Q3	$758K	Buy	14,510 +936	+7%	+$45.5K	0.53%	35
2015 Q2	$610K	Sell	13,574 -1,879	-12%	-$90.2K	0.47%	43
2015 Q1	$765K	Buy	15,453 +650	+4%	+$34K	0.58%	27
2014 Q4	$780K	Buy	+14,803	New	+$726K	0.62%	25

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

EisnerAmper Wealth Management Corporate Benefits's WEC Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of WEC Energy (WEC) in Q4 2015, closing a stake of 14,510 shares — an estimated $758K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in WEC in Q4 2014 and held it in 4 quarters. The position peaked at $780K in Q4 2014. 620 funds tracked by Wall St. Rank hold WEC as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining WEC Energy position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 14,510 WEC Energy shares in Q4 2015, an estimated $758K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in WEC Energy in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's WEC Energy position peaked at $780K in Q4 2014.
620 funds tracked by Wall St. Rank held WEC Energy as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.