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R&F Capital Advisors’s WEC Energy WEC Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$394K Buy
+6,494
New +$383K 0.1% 316

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

R&F Capital Advisors's WEC Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in WEC Energy (WEC) in Q1 2017: 6,494 shares worth $394K. The stake represents 0.1% of the portfolio and ranks #316 among its holdings.

711 funds tracked by Wall St. Rank hold WEC as of Q1 2017.

  • R&F Capital Advisors held 6,494 shares of WEC Energy worth $394K as of Q1 2017.
  • WEC Energy was a new R&F Capital Advisors position in Q1 2017.
  • WEC Energy made up 0.1% of R&F Capital Advisors's portfolio in Q1 2017, its #316 holding.
  • 711 funds tracked by Wall St. Rank held WEC Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.