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	–	416
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

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