Investors Capital Advisory Services’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$422K Buy
6,464
+14
+0.2% +$842 0.08% 324
2016
Q1
$387K Buy
+6,450
New +$361K 0.08% 343

Other funds holding WEC

Investors Capital Advisory Services's WEC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its WEC Energy (WEC) stake by 0.22% in Q2 2016, buying an estimated $842 and bringing the position to 6,464 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #324.

Investors Capital Advisory Services first reported a position in WEC in Q1 2016 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold WEC as of Q2 2016.

  • Investors Capital Advisory Services held 6,464 shares of WEC Energy worth $422K as of Q2 2016.
  • Investors Capital Advisory Services bought 14 WEC Energy shares in Q2 2016, an estimated $842.
  • WEC Energy made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #324 holding.
  • Investors Capital Advisory Services first reported a position in WEC Energy in Q1 2016 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held WEC Energy as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.