M&R Capital Management’s WEC Energy WEC Stock Holding History

M&R Capital Management’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
2017 Q4	–	Sell	-275	Closed	-$17K	–	573
2017 Q3	$17K	Hold	275	–	–	﹤0.01%	402
2017 Q2	$17K	Hold	275	–	–	﹤0.01%	398
2017 Q1	$16K	Buy	275 +50	+22%	+$2.95K	﹤0.01%	406
2016 Q4	$13K	Hold	225	–	–	﹤0.01%	413
2016 Q3	$13K	Buy	+225	New	+$14K	﹤0.01%	409

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EIP

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

M&R Capital Management's WEC Position: Q4 2017 in Review

M&R Capital Management sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 275 shares — an estimated $17K sold.

M&R Capital Management first reported a position in WEC in Q3 2016 and held it in 5 quarters. The position peaked at $17K in Q3 2017. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

M&R Capital Management reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
M&R Capital Management sold 275 WEC Energy shares in Q4 2017, an estimated $17K.
M&R Capital Management first reported a position in WEC Energy in Q3 2016 and held it in 5 quarters.
M&R Capital Management's WEC Energy position peaked at $17K in Q3 2017.
786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on M&R Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.