Kelly Lawrence W & Associates’s WEC Energy WEC Stock Holding History

Kelly Lawrence W & Associates’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	-3,000	Closed	-$182K	–	198
2017 Q1	$182K	Hold	3,000	–	–	0.04%	91
2016 Q4	$176K	Hold	3,000	–	–	0.04%	93
2016 Q3	$180K	Hold	3,000	–	–	0.04%	93
2016 Q2	$196K	Hold	3,000	–	–	0.05%	92
2016 Q1	$180K	Hold	3,000	–	–	0.05%	89
2015 Q4	$154K	Hold	3,000	–	–	0.03%	96
2015 Q3	$157K	Hold	3,000	–	–	0.04%	95
2015 Q2	$135K	Hold	3,000	–	–	0.03%	98
2015 Q1	$148K	Hold	3,000	–	–	0.03%	89
2014 Q4	$158K	Buy	+3,000	New	+$147K	0.03%	92
2014 Q3	–	Sell	-3,000	Closed	-$141K	–	115
2014 Q2	$141K	Hold	3,000	–	–	0.03%	93
2014 Q1	$140K	Hold	3,000	–	–	0.03%	88
2013 Q4	$124K	Buy	+3,000	New	+$124K	0.03%	92
2013 Q3	–	Sell	-3,000	Closed	-$123K	–	109
2013 Q2	$123K	Buy	+3,000	New	+$127K	0.03%	86

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EIP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kelly Lawrence W & Associates's WEC Position: Q2 2017 in Review

Kelly Lawrence W & Associates sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 3,000 shares — an estimated $182K sold.

Kelly Lawrence W & Associates first reported a position in WEC in Q2 2013 and held it in 14 quarters. The position peaked at $196K in Q2 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

Kelly Lawrence W & Associates reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
Kelly Lawrence W & Associates sold 3,000 WEC Energy shares in Q2 2017, an estimated $182K.
Kelly Lawrence W & Associates first reported a position in WEC Energy in Q2 2013 and held it in 14 quarters.
Kelly Lawrence W & Associates's WEC Energy position peaked at $196K in Q2 2016.
710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2017, filed 1 Aug 2017.