First National Bank Sioux Falls’s WEC Energy WEC Stock Holding History

First National Bank Sioux Falls’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 Q4	–	Sell	-500	Closed	-$30K	–	210
2016 Q3	$30K	Hold	500	–	–	0.08%	153
2016 Q2	$33K	Hold	500	–	–	0.1%	129
2016 Q1	$30K	Hold	500	–	–	0.1%	127
2015 Q4	$26K	Hold	500	–	–	0.08%	140
2015 Q3	$26K	Buy	+500	New	+$24.3K	0.09%	137

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First National Bank Sioux Falls's WEC Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 500 shares — an estimated $30K sold.

First National Bank Sioux Falls first reported a position in WEC in Q3 2015 and held it in 5 quarters. The position peaked at $33K in Q2 2016. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

First National Bank Sioux Falls reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 500 WEC Energy shares in Q4 2016, an estimated $30K.
First National Bank Sioux Falls first reported a position in WEC Energy in Q3 2015 and held it in 5 quarters.
First National Bank Sioux Falls's WEC Energy position peaked at $33K in Q2 2016.
704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.