IMS
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Index Management Solutions’s WEC Energy WEC Stock Holding History

Index Management Solutions’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
Q3 		$60K Sell
1,157
-74
-6% -$3.6K 0.06% 130
2015
Q2 		$55K Buy
1,231
+516
+72% +$24.8K 0.05% 209
2015
Q1 		$35K Sell
715
-245
-26% -$12.8K 0.03% 215
2014
Q4 		$51K Sell
960
-825
-46% -$40.5K 0.01% 362
2014
Q3 		$77K Buy
1,785
+404
+29% +$17.9K 0.01% 773
2014
Q2 		$65K Buy
1,381
+156
+13% +$7.25K 0.01% 771
2014
Q1 		$57K Sell
1,225
-635
-34% -$27.4K 0.01% 749
2013
Q4 		$77K Buy
1,860
+304
+20% +$12.6K 0.02% 309
2013
Q3 		$63K Buy
+1,556
New +$64.8K 0.02% 339

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return