Guidant Wealth Advisors’s WEC Energy WEC Stock Holding History

Guidant Wealth Advisors’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
2017 Q4	–	Sell	-375	Closed	-$24K	–	209
2017 Q3	$24K	Hold	375	–	–	0.02%	105
2017 Q2	$22K	Buy	+375	New	+$23.2K	0.01%	151

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

EIP

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

Guidant Wealth Advisors's WEC Position: Q4 2017 in Review

Guidant Wealth Advisors sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 375 shares — an estimated $24K sold.

Guidant Wealth Advisors first reported a position in WEC in Q2 2017 and held it in 2 quarters. The position peaked at $24K in Q3 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

Guidant Wealth Advisors reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
Guidant Wealth Advisors sold 375 WEC Energy shares in Q4 2017, an estimated $24K.
Guidant Wealth Advisors first reported a position in WEC Energy in Q2 2017 and held it in 2 quarters.
Guidant Wealth Advisors's WEC Energy position peaked at $24K in Q3 2017.
786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Guidant Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.