Rossmore Private Capital’s WEC Energy WEC Stock Holding History

Rossmore Private Capital’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
2018 Q1	–	Sell	-144	Closed	-$9.57K	–	400
2017 Q4	$9.57K	Buy	+144	New	+$9.66K	0.01%	306

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Rossmore Private Capital's WEC Position: Q1 2018 in Review

Rossmore Private Capital sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 144 shares — an estimated $9.57K sold.

Rossmore Private Capital first reported a position in WEC in Q4 2017 and held it in 1 quarter. The position peaked at $9.57K in Q4 2017. 782 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

Rossmore Private Capital reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
Rossmore Private Capital sold 144 WEC Energy shares in Q1 2018, an estimated $9.57K.
Rossmore Private Capital first reported a position in WEC Energy in Q4 2017 and held it in 1 quarter.
Rossmore Private Capital's WEC Energy position peaked at $9.57K in Q4 2017.
782 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on Rossmore Private Capital's 13F filing for Q1 2018, filed 4 May 2018.