LBG
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Lloyds Banking Group’s WEC Energy WEC Stock Holding History

Lloyds Banking Group’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
Q1 		– Sell
-4,880
Closed -$250K – 68
2015
Q4 		$250K Hold
4,880
– – 2.03% 22
2015
Q3 		$254K Sell
4,880
-147
-3% -$7.15K 1.88% 24
2015
Q2 		$227K Buy
5,027
+1,827
+57% +$87.7K 1.46% 32
2015
Q1 		$158K Sell
3,200
-1,823
-36% -$95.3K 0.4% 34
2014
Q4 		$264K Sell
5,023
-18,014
-78% -$884K 0.51% 28
2014
Q3 		$990K Buy
23,037
+22,127
+2,432% +$982K 0.27% 100
2014
Q2 		$42K Sell
910
-333,304
-100% -$15.5M 0.01% 446
2014
Q1 		$15.6M Buy
334,214
+4,476
+1% +$193K 0.14% 183
2013
Q4 		$13.6M Sell
329,738
-4,842
-1% -$201K 0.12% 184
2013
Q3 		$13.5M Buy
334,580
+480
+0.1% +$20K 0.14% 174
2013
Q2 		$13.7M Buy
+334,100
New +$14.2M 0.14% 172

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 $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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return