Guardian Investor Services’s WEC Energy WEC Stock Holding History

Guardian Investor Services’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 Q1	$77K	Hold	1,557	–	–	0.06%	355
2014 Q4	$82K	Sell	1,557 -42	-3%	-$2.06K	0.07%	332
2014 Q3	$69K	Sell	1,599 -82	-5%	-$3.64K	0.06%	373
2014 Q2	$79K	Sell	1,681 -66	-4%	-$3.07K	0.06%	356
2014 Q1	$81K	Sell	1,747 -86	-5%	-$3.71K	0.06%	353
2013 Q4	$76K	Hold	1,833	–	–	0.06%	359
2013 Q3	$74K	Sell	1,833 -28	-2%	-$1.17K	0.06%	351
2013 Q2	$76K	Buy	+1,861	New	+$78.9K	0.07%	342

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

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

EIP

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

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

Guardian Investor Services's WEC Position: Q1 2015 in Review

Guardian Investor Services held its WEC Energy (WEC) position steady in Q1 2015 at 1,557 shares worth $77K. The position accounts for 0.06% of the portfolio, ranked #355.

Guardian Investor Services first reported a position in WEC in Q2 2013 and has held it in 8 quarters since. The position peaked at $82K in Q4 2014. 561 funds tracked by Wall St. Rank hold WEC as of Q1 2015.

Guardian Investor Services held 1,557 shares of WEC Energy worth $77K as of Q1 2015.
Guardian Investor Services left its WEC Energy share count unchanged in Q1 2015.
WEC Energy made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #355 holding.
Guardian Investor Services first reported a position in WEC Energy in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's WEC Energy position peaked at $82K in Q4 2014.
561 funds tracked by Wall St. Rank held WEC Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.