Foster & Motley’s WEC Energy WEC Stock Holding History

Foster & Motley’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	-5,945	Closed	-$244K	–	154
2013 Q2	$244K	Buy	+5,945	New	+$252K	0.07%	133

Other funds holding WEC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Foster & Motley's WEC Position: Q3 2013 in Review

Foster & Motley sold out of WEC Energy (WEC) in Q3 2013, closing a stake of 5,945 shares — an estimated $244K sold.

Foster & Motley first reported a position in WEC in Q2 2013 and held it in 1 quarter. The position peaked at $244K in Q2 2013. 468 funds tracked by Wall St. Rank hold WEC as of Q3 2013.

Foster & Motley reported no remaining WEC Energy position as of Q3 2013 after selling out during the quarter.
Foster & Motley sold 5,945 WEC Energy shares in Q3 2013, an estimated $244K.
Foster & Motley first reported a position in WEC Energy in Q2 2013 and held it in 1 quarter.
Foster & Motley's WEC Energy position peaked at $244K in Q2 2013.
468 funds tracked by Wall St. Rank held WEC Energy as of Q3 2013.

Based on Foster & Motley's 13F filing for Q3 2013, filed 16 Oct 2013.