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Gupta Wealth Management’s WEC Energy WEC Stock Holding History

Gupta Wealth 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
2016
Q1 		$23K Hold
375
– – 0.01% 623
2015
Q4 		$19K Hold
375
– – ﹤0.01% 676
2015
Q3 		$20K Hold
375
– – ﹤0.01% 694
2015
Q2 		$17K Hold
375
– – ﹤0.01% 773
2015
Q1 		$19K Buy
+375
New +$19.6K 0.01% 620

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's WEC Position: Q1 2016 in Review

Gupta Wealth Management held its WEC Energy (WEC) position steady in Q1 2016 at 375 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #623.

Gupta Wealth Management first reported a position in WEC in Q1 2015 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold WEC as of Q1 2016.

  • Gupta Wealth Management held 375 shares of WEC Energy worth $23K as of Q1 2016.
  • Gupta Wealth Management left its WEC Energy share count unchanged in Q1 2016.
  • WEC Energy made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #623 holding.
  • Gupta Wealth Management first reported a position in WEC Energy in Q1 2015 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held WEC Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.