Kelman-Lazarov Inc’s WEC Energy WEC Stock Holding History

Kelman-Lazarov Inc’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 Q2	–	Sell	-13	Closed	-$1K	–	390
2016 Q1	$1K	Buy	+13	New	+$728	﹤0.01%	341

Other funds holding WEC

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

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's WEC Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of WEC Energy (WEC) in Q2 2016, closing a stake of 13 shares — an estimated $1K sold.

Kelman-Lazarov Inc first reported a position in WEC in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 700 funds tracked by Wall St. Rank hold WEC as of Q2 2016.

Kelman-Lazarov Inc reported no remaining WEC Energy position as of Q2 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 13 WEC Energy shares in Q2 2016, an estimated $1K.
Kelman-Lazarov Inc first reported a position in WEC Energy in Q1 2016 and held it in 1 quarter.
Kelman-Lazarov Inc's WEC Energy position peaked at $1K in Q1 2016.
700 funds tracked by Wall St. Rank held WEC Energy as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.