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Forward Management’s WEC Energy WEC Stock Holding History

Forward 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
2015
Q3 		– Sell
-2,820
Closed -$127K – 307
2015
Q2 		$127K Buy
+2,820
New +$135K 0.01% 294

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Forward Management's WEC Position: Q3 2015 in Review

Forward Management sold out of WEC Energy (WEC) in Q3 2015, closing a stake of 2,820 shares — an estimated $127K sold.

Forward Management first reported a position in WEC in Q2 2015 and held it in 1 quarter. The position peaked at $127K in Q2 2015. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

  • Forward Management reported no remaining WEC Energy position as of Q3 2015 after selling out during the quarter.
  • Forward Management sold 2,820 WEC Energy shares in Q3 2015, an estimated $127K.
  • Forward Management first reported a position in WEC Energy in Q2 2015 and held it in 1 quarter.
  • Forward Management's WEC Energy position peaked at $127K in Q2 2015.
  • 624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Forward Management's 13F filing for Q3 2015, filed 9 Nov 2015.