Transform Wealth’s WEC Energy WEC Stock Holding History

Transform Wealth’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
2016 Q3	–	Sell	-27,864	Closed	-$1.82M	–	216
2016 Q2	$1.82M	Buy	+27,864	New	+$1.68M	0.77%	30

Other funds holding WEC

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Transform Wealth's WEC Position: Q3 2016 in Review

Transform Wealth sold out of WEC Energy (WEC) in Q3 2016, closing a stake of 27,864 shares — an estimated $1.82M sold.

Transform Wealth first reported a position in WEC in Q2 2016 and held it in 1 quarter. The position peaked at $1.82M in Q2 2016. 686 funds tracked by Wall St. Rank hold WEC as of Q3 2016.

Transform Wealth reported no remaining WEC Energy position as of Q3 2016 after selling out during the quarter.
Transform Wealth sold 27,864 WEC Energy shares in Q3 2016, an estimated $1.82M.
Transform Wealth first reported a position in WEC Energy in Q2 2016 and held it in 1 quarter.
Transform Wealth's WEC Energy position peaked at $1.82M in Q2 2016.
686 funds tracked by Wall St. Rank held WEC Energy as of Q3 2016.

Based on Transform Wealth's 13F filing for Q3 2016, filed 7 Nov 2016.