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Financial Sense Advisors’s WEC Energy WEC Stock Holding History

Financial Sense 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
2013
Q3 		– Sell
-12,332
Closed -$505K – 157
2013
Q2 		$505K Buy
+12,332
New +$523K 0.23% 87

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Sense Advisors's WEC Position: Q3 2013 in Review

Financial Sense Advisors sold out of WEC Energy (WEC) in Q3 2013, closing a stake of 12,332 shares — an estimated $505K sold.

Financial Sense Advisors first reported a position in WEC in Q2 2013 and held it in 1 quarter. The position peaked at $505K in Q2 2013. 468 funds tracked by Wall St. Rank hold WEC as of Q3 2013.

  • Financial Sense Advisors reported no remaining WEC Energy position as of Q3 2013 after selling out during the quarter.
  • Financial Sense Advisors sold 12,332 WEC Energy shares in Q3 2013, an estimated $505K.
  • Financial Sense Advisors first reported a position in WEC Energy in Q2 2013 and held it in 1 quarter.
  • Financial Sense Advisors's WEC Energy position peaked at $505K in Q2 2013.
  • 468 funds tracked by Wall St. Rank held WEC Energy as of Q3 2013.

Based on Financial Sense Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.