Highland Capital Management (Tennessee)’s WEC Energy WEC Stock Holding History

Highland Capital Management (Tennessee)’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 Q2	–	Sell	-3,496	Closed	-$212K	–	390
2017 Q1	$212K	Buy	+3,496	New	+$206K	0.02%	319
2016 Q4	–	Sell	-3,461	Closed	-$207K	–	341
2016 Q3	$207K	Sell	3,461 -650	-16%	-$40.6K	0.02%	319
2016 Q2	$268K	Sell	4,111 -20	-0.5%	-$1.2K	0.02%	304
2016 Q1	$248K	Sell	4,131 -710	-15%	-$39.8K	0.02%	287
2015 Q4	$248K	Sell	4,841 -40	-0.8%	-$2.04K	0.02%	286
2015 Q3	$255K	Buy	4,881 +1,026	+27%	+$49.9K	0.02%	293
2015 Q2	$173K	Sell	3,855 -300	-7%	-$14.4K	0.01%	315
2015 Q1	$206K	Buy	4,155 +300	+8%	+$15.7K	0.04%	142
2014 Q4	$203K	Buy	+3,855	New	+$189K	0.04%	157

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

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

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

Highland Capital Management (Tennessee)'s WEC Position: Q2 2017 in Review

Highland Capital Management (Tennessee) sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 3,496 shares — an estimated $212K sold.

Highland Capital Management (Tennessee) first reported a position in WEC in Q4 2014 and held it in 9 quarters. The position peaked at $268K in Q2 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

Highland Capital Management (Tennessee) reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 3,496 WEC Energy shares in Q2 2017, an estimated $212K.
Highland Capital Management (Tennessee) first reported a position in WEC Energy in Q4 2014 and held it in 9 quarters.
Highland Capital Management (Tennessee)'s WEC Energy position peaked at $268K in Q2 2016.
710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2017, filed 19 Jul 2017.