TLP Group’s WEC Energy WEC Stock Holding History

TLP Group’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	-13	Closed	-$1K	–	640
2017 Q4	$1K	Buy	+13	New	+$872	﹤0.01%	566
2017 Q3	–	Sell	-3,300	Closed	-$203K	–	635
2017 Q2	$203K	Buy	+3,300	New	+$204K	0.19%	176
2016 Q3	–	Sell	-2,638	Closed	-$172K	–	404
2016 Q2	$172K	Buy	+2,638	New	+$159K	0.12%	211

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

TLP Group's WEC Position: Q1 2018 in Review

TLP Group sold out of WEC Energy (WEC) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

TLP Group first reported a position in WEC in Q2 2016 and held it in 3 quarters. The position peaked at $203K in Q2 2017. 782 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

TLP Group reported no remaining WEC Energy position as of Q1 2018 after selling out during the quarter.
TLP Group sold 13 WEC Energy shares in Q1 2018, an estimated $1K.
TLP Group first reported a position in WEC Energy in Q2 2016 and held it in 3 quarters.
TLP Group's WEC Energy position peaked at $203K in Q2 2017.
782 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.