Mosaic Family Wealth’s WEC Energy WEC Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-211	Closed	-$17K	–	598
2019 Q1	$17K	Hold	211	–	–	0.01%	453
2018 Q4	$15K	Hold	211	–	–	0.01%	450
2018 Q3	$15K	Hold	211	–	–	0.01%	469
2018 Q2	$14K	Hold	211	–	–	0.01%	503
2018 Q1	$13K	Hold	211	–	–	﹤0.01%	502
2017 Q4	$14K	Sell	211 -600	-74%	-$40.3K	0.01%	496
2017 Q3	$51K	Hold	811	–	–	0.02%	336
2017 Q2	$50K	Hold	811	–	–	0.02%	327
2017 Q1	$49K	Hold	811	–	–	0.02%	326
2016 Q4	$48K	Hold	811	–	–	0.02%	330
2016 Q3	$49K	Buy	811 +600	+284%	+$37.5K	0.02%	331
2016 Q2	$14K	Hold	211	–	–	0.01%	490
2016 Q1	$12K	Sell	211 -255	-55%	-$14.3K	0.01%	504
2015 Q4	$23K	Buy	+466	New	+$23.8K	0.01%	429

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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Bank of America

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

JP Morgan Chase

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return