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Kanaly Trust’s WEC Energy WEC Stock Holding History

Kanaly Trust’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
Q4 		$10K Buy
176
+27
+18% +$1.55K ﹤0.01% 558
2016
Q3 		$9K Sell
149
-172
-54% -$10.7K ﹤0.01% 558
2016
Q2 		$21K Hold
321
– – ﹤0.01% 423
2016
Q1 		$19K Hold
321
– – ﹤0.01% 451
2015
Q4 		$16K Sell
321
-668
-68% -$34.1K ﹤0.01% 473
2015
Q3 		$52K Buy
+989
New +$48.1K 0.01% 281

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kanaly Trust's WEC Position: Q4 2016 in Review

Kanaly Trust increased its WEC Energy (WEC) stake by 18% in Q4 2016, buying an estimated $1.55K and bringing the position to 176 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Kanaly Trust first reported a position in WEC in Q3 2015 and has held it in 6 quarters since. The position peaked at $52K in Q3 2015. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • Kanaly Trust held 176 shares of WEC Energy worth $10K as of Q4 2016.
  • Kanaly Trust bought 27 WEC Energy shares in Q4 2016, an estimated $1.55K.
  • WEC Energy made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #558 holding.
  • Kanaly Trust first reported a position in WEC Energy in Q3 2015 and has held it in 6 quarters since.
  • Kanaly Trust's WEC Energy position peaked at $52K in Q3 2015.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.