Partnervest Advisory Services’s WEC Energy WEC Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-650	Closed	-$30K	–	804
2014 Q2	$30K	Buy	650 +5	+0.8%	+$232	0.01%	456
2014 Q1	$30K	Buy	645 +54	+9%	+$2.33K	0.01%	418
2013 Q4	$24K	Buy	591 +104	+21%	+$4.32K	0.01%	440
2013 Q3	$20K	Buy	487 +5	+1%	+$208	0.01%	461
2013 Q2	$20K	Buy	+482	New	+$20.4K	0.01%	416

Other funds holding WEC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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 Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Partnervest Advisory Services's WEC Position: Q3 2014 in Review

Partnervest Advisory Services sold out of WEC Energy (WEC) in Q3 2014, closing a stake of 650 shares — an estimated $30K sold.

Partnervest Advisory Services first reported a position in WEC in Q2 2013 and held it in 5 quarters. The position peaked at $30K in Q2 2014. 516 funds tracked by Wall St. Rank hold WEC as of Q3 2014.

Partnervest Advisory Services reported no remaining WEC Energy position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 650 WEC Energy shares in Q3 2014, an estimated $30K.
Partnervest Advisory Services first reported a position in WEC Energy in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's WEC Energy position peaked at $30K in Q2 2014.
516 funds tracked by Wall St. Rank held WEC Energy as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.