RFM
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Royal Fund Management’s WEC Energy WEC Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-18
Closed -$1K – 574
2020
Q1 		$1K Hold
18
– – ﹤0.01% 548
2019
Q4 		$1K Hold
18
– – ﹤0.01% 611
2019
Q3 		$1K Hold
18
– – ﹤0.01% 574
2019
Q2 		$1K Hold
18
– – ﹤0.01% 524
2019
Q1 		$1K Sell
18
-564
-97% -$41.8K ﹤0.01% 566
2018
Q4 		$40K Buy
+582
New +$40.9K 0.02% 207
2017
Q3 		– Sell
-32
Closed -$1K – 532
2017
Q2 		$1K Buy
+32
New +$1.98K ﹤0.01% 427

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return