Rushmore Investment Advisors’s WEC Energy WEC Stock Holding History

Rushmore Investment 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
2013 Q2	$338K	Buy	+8,240	New	+$349K	0.07%	168

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

EIP

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

Rushmore Investment Advisors's WEC Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in WEC Energy (WEC) in Q2 2013: 8,240 shares worth $338K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

450 funds tracked by Wall St. Rank hold WEC as of Q2 2013.

Rushmore Investment Advisors held 8,240 shares of WEC Energy worth $338K as of Q2 2013.
WEC Energy was a new Rushmore Investment Advisors position in Q2 2013.
WEC Energy made up 0.07% of Rushmore Investment Advisors's portfolio in Q2 2013, its #168 holding.
450 funds tracked by Wall St. Rank held WEC Energy as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.