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OTA LLC’s WEC Energy WEC Stock Holding History

OTA LLC’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
2014
Q2 		$1.14M Buy
+24,365
New +$1.13M 1.52% 18

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OTA LLC's WEC Position: Q2 2014 in Review

OTA LLC opened a new position in WEC Energy (WEC) in Q2 2014: 24,365 shares worth $1.14M. The stake represents 1.52% of the portfolio and ranks #18 among its holdings.

536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

  • OTA LLC held 24,365 shares of WEC Energy worth $1.14M as of Q2 2014.
  • WEC Energy was a new OTA LLC position in Q2 2014.
  • WEC Energy made up 1.52% of OTA LLC's portfolio in Q2 2014, its #18 holding.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on OTA LLC's 13F filing for Q2 2014, filed 8 Aug 2014.