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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Index Management Solutions's WEC Position: Q3 2015 in Review

Index Management Solutions reduced its WEC Energy (WEC) stake by 6% in Q3 2015, selling an estimated $3.6K and leaving 1,157 shares worth $60K. The position accounts for 0.06% of the portfolio, ranked #130.

Index Management Solutions first reported a position in WEC in Q3 2013 and has held it in 9 quarters since. The position peaked at $77K in Q3 2014. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

Index Management Solutions held 1,157 shares of WEC Energy worth $60K as of Q3 2015.
Index Management Solutions sold 74 WEC Energy shares in Q3 2015, an estimated $3.6K.
WEC Energy made up 0.06% of Index Management Solutions's portfolio in Q3 2015, its #130 holding.
Index Management Solutions first reported a position in WEC Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's WEC Energy position peaked at $77K in Q3 2014.
624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.