US Global Investors Funds’s WEC Energy WEC Stock Holding History

US Global Investors Funds’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 Q4	$215K	Buy	+5,200	New	+$216K	0.04%	247

Other funds holding WEC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Global Investors Funds's WEC Position: Q4 2013 in Review

US Global Investors Funds opened a new position in WEC Energy (WEC) in Q4 2013: 5,200 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings.

489 funds tracked by Wall St. Rank hold WEC as of Q4 2013.

US Global Investors Funds held 5,200 shares of WEC Energy worth $215K as of Q4 2013.
WEC Energy was a new US Global Investors Funds position in Q4 2013.
WEC Energy made up 0.04% of US Global Investors Funds's portfolio in Q4 2013, its #247 holding.
489 funds tracked by Wall St. Rank held WEC Energy as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.