Lupo Securities’s WEC Energy WEC Stock Holding History

Lupo Securities’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 Q1	–	Sell	-13,267	Closed	-$700K	–	688
2014 Q4	$700K	Buy	+13,267	New	+$651K	0.34%	18

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

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

EIP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lupo Securities's WEC Position: Q1 2015 in Review

Lupo Securities sold out of WEC Energy (WEC) in Q1 2015, closing a stake of 13,267 shares — an estimated $700K sold.

Lupo Securities first reported a position in WEC in Q4 2014 and held it in 1 quarter. The position peaked at $700K in Q4 2014. 561 funds tracked by Wall St. Rank hold WEC as of Q1 2015.

Lupo Securities reported no remaining WEC Energy position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 13,267 WEC Energy shares in Q1 2015, an estimated $700K.
Lupo Securities first reported a position in WEC Energy in Q4 2014 and held it in 1 quarter.
Lupo Securities's WEC Energy position peaked at $700K in Q4 2014.
561 funds tracked by Wall St. Rank held WEC Energy as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.