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Founders Bank & Trust’s WEC Energy WEC Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-400
Closed -$17K – 390
2013
Q4 		$17K Hold
400
– – 0.01% 273
2013
Q3 		$16K Hold
400
– – 0.01% 235
2013
Q2 		$16K Buy
+400
New +$17K 0.01% 222

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Bank & Trust's WEC Position: Q1 2014 in Review

Founders Bank & Trust sold out of WEC Energy (WEC) in Q1 2014, closing a stake of 400 shares — an estimated $17K sold.

Founders Bank & Trust first reported a position in WEC in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 504 funds tracked by Wall St. Rank hold WEC as of Q1 2014.

  • Founders Bank & Trust reported no remaining WEC Energy position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 400 WEC Energy shares in Q1 2014, an estimated $17K.
  • Founders Bank & Trust first reported a position in WEC Energy in Q2 2013 and held it in 3 quarters.
  • Founders Bank & Trust's WEC Energy position peaked at $17K in Q4 2013.
  • 504 funds tracked by Wall St. Rank held WEC Energy as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.