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Lehman Financial Resources’s WEC Energy WEC Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-29
Closed -$1K – 351
2015
Q3 		$1K Buy
+29
New +$1.41K ﹤0.01% 432
2014
Q2 		– Sell
-66
Closed -$3K – 415
2014
Q1 		$3K Hold
66
– – ﹤0.01% 366
2013
Q4 		$3K Hold
66
– – ﹤0.01% 352
2013
Q3 		$3K Hold
66
– – ﹤0.01% 339
2013
Q2 		$3K Buy
+66
New +$2.8K ﹤0.01% 311

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 $3.38T AUM 44.17% 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 $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lehman Financial Resources's WEC Position: Q4 2015 in Review

Lehman Financial Resources sold out of WEC Energy (WEC) in Q4 2015, closing a stake of 29 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in WEC in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q1 2014. 620 funds tracked by Wall St. Rank hold WEC as of Q4 2015.

  • Lehman Financial Resources reported no remaining WEC Energy position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 29 WEC Energy shares in Q4 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in WEC Energy in Q2 2013 and held it in 5 quarters.
  • Lehman Financial Resources's WEC Energy position peaked at $3K in Q1 2014.
  • 620 funds tracked by Wall St. Rank held WEC Energy as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.