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Klingman & Associates’s WEC Energy WEC Stock Holding History

Klingman & 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
2015
Q3 		– Sell
-85
Closed -$4K – 448
2015
Q2 		$4K Buy
+85
New +$4.08K ﹤0.01% 361

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Klingman & Associates's WEC Position: Q3 2015 in Review

Klingman & Associates sold out of WEC Energy (WEC) in Q3 2015, closing a stake of 85 shares — an estimated $4K sold.

Klingman & Associates first reported a position in WEC in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

  • Klingman & Associates reported no remaining WEC Energy position as of Q3 2015 after selling out during the quarter.
  • Klingman & Associates sold 85 WEC Energy shares in Q3 2015, an estimated $4K.
  • Klingman & Associates first reported a position in WEC Energy in Q2 2015 and held it in 1 quarter.
  • Klingman & Associates's WEC Energy position peaked at $4K in Q2 2015.
  • 624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.