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Placemark Investments’s WEC Energy WEC Stock Holding History

Placemark Investments’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
Q4 		$4.1M Buy
77,779
+3,937
+5% +$193K 0.07% 340
2014
Q3 		$3.17M Buy
73,842
+5,636
+8% +$250K 0.06% 391
2014
Q2 		$3.2M Buy
68,206
+17,783
+35% +$826K 0.06% 401
2014
Q1 		$2.35M Buy
50,423
+27,493
+120% +$1.18M 0.04% 470
2013
Q4 		$946K Buy
22,930
+5,352
+30% +$222K 0.02% 879
2013
Q3 		$708K Sell
17,578
-2,900
-14% -$121K 0.01% 949
2013
Q2 		$838K Buy
+20,478
New +$869K 0.02% 818

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
ClearBridge Investments
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

Placemark Investments's WEC Position: Q4 2014 in Review

Placemark Investments increased its WEC Energy (WEC) stake by 5.3% in Q4 2014, buying an estimated $193K and bringing the position to 77,779 shares worth $4.1M. The position accounts for 0.07% of the portfolio, ranked #340.

Placemark Investments first reported a position in WEC in Q2 2013 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold WEC as of Q4 2014.

  • Placemark Investments held 77,779 shares of WEC Energy worth $4.1M as of Q4 2014.
  • Placemark Investments bought 3,937 WEC Energy shares in Q4 2014, an estimated $193K.
  • WEC Energy made up 0.07% of Placemark Investments's portfolio in Q4 2014, its #340 holding.
  • Placemark Investments first reported a position in WEC Energy in Q2 2013 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held WEC Energy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.