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Parasol Investment Management’s WEC Energy WEC Stock Holding History

Parasol Investment 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
2015
Q3 		– Sell
-973
Closed -$44K – 234
2015
Q2 		$44K Hold
973
– – 0.03% 114
2015
Q1 		$48K Hold
973
– – 0.03% 106
2014
Q4 		$51K Hold
973
– – 0.04% 117
2014
Q3 		$42K Hold
973
– – 0.03% 114
2014
Q2 		$46K Buy
973
+93
+11% +$4.32K 0.03% 115
2014
Q1 		$41K Hold
880
– – 0.03% 98
2013
Q4 		$36K Buy
+880
New +$36.5K 0.02% 105

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Parasol Investment Management's WEC Position: Q3 2015 in Review

Parasol Investment Management sold out of WEC Energy (WEC) in Q3 2015, closing a stake of 973 shares — an estimated $44K sold.

Parasol Investment Management first reported a position in WEC in Q4 2013 and held it in 7 quarters. The position peaked at $51K in Q4 2014. 624 funds tracked by Wall St. Rank hold WEC as of Q3 2015.

  • Parasol Investment Management reported no remaining WEC Energy position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 973 WEC Energy shares in Q3 2015, an estimated $44K.
  • Parasol Investment Management first reported a position in WEC Energy in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's WEC Energy position peaked at $51K in Q4 2014.
  • 624 funds tracked by Wall St. Rank held WEC Energy as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.