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SII Investments’s WEC Energy WEC Stock Holding History

SII 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
2018
Q1 		– Sell
-8,835
Closed -$587K – 341
2017
Q4 		$587K Sell
8,835
-4,064
-32% -$273K 0.06% 227
2017
Q3 		$812K Buy
12,899
+820
+7% +$52.3K 0.05% 254
2017
Q2 		$740K Buy
12,079
+539
+5% +$33.3K 0.05% 256
2017
Q1 		$700K Buy
11,540
+293
+3% +$17.3K 0.05% 256
2016
Q4 		$660K Sell
11,247
-1,300
-10% -$74.6K 0.05% 254
2016
Q3 		$752K Buy
12,547
+376
+3% +$23.5K 0.06% 234
2016
Q2 		$793K Buy
12,171
+205
+2% +$12.3K 0.06% 233
2016
Q1 		$717K Sell
11,966
-496
-4% -$27.8K 0.07% 244
2015
Q4 		$639K Buy
12,462
+198
+2% +$10.1K 0.08% 215
2015
Q3 		$640K Buy
12,264
+525
+4% +$25.5K 0.07% 247
2015
Q2 		$528K Sell
11,739
-7,037
-37% -$338K 0.06% 273
2015
Q1 		$932K Sell
18,776
-14,893
-44% -$779K 0.11% 182
2014
Q4 		$1.78M Sell
33,669
-2,929
-8% -$144K 0.23% 104
2014
Q3 		$1.57M Sell
36,598
-2,678
-7% -$119K 0.21% 119
2014
Q2 		$1.84M Buy
39,276
+1,418
+4% +$65.9K 0.26% 96
2014
Q1 		$1.65M Buy
37,858
+2,479
+7% +$107K 0.31% 86
2013
Q4 		$1.46M Sell
35,379
-12
-0% -$498 0.26% 103
2013
Q3 		$1.43M Sell
35,391
-220
-0.6% -$9.16K 0.34% 80
2013
Q2 		$1.46M Buy
+35,611
New +$1.51M 0.31% 87

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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