Vantage Investment Advisors’s WEC Energy WEC Stock Holding History

Vantage 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
2018 Q3	$414K	Hold	6,194	–	–	0.09%	108
2018 Q2	$400K	Hold	6,194	–	–	0.1%	102
2018 Q1	$388K	Hold	6,194	–	–	0.1%	103
2017 Q4	$411K	Hold	6,194	–	–	0.09%	112
2017 Q3	$389K	Hold	6,194	–	–	0.1%	99
2017 Q2	$380K	Hold	6,194	–	–	0.11%	97
2017 Q1	$376K	Hold	6,194	–	–	0.12%	95
2016 Q4	$363K	Hold	6,194	–	–	0.15%	93
2016 Q3	$371K	Hold	6,194	–	–	0.17%	82
2016 Q2	$404K	Sell	6,194 -115	-2%	-$6.92K	0.17%	85
2016 Q1	$379K	Hold	6,309	–	–	0.17%	85
2015 Q4	$324K	Hold	6,309	–	–	0.16%	91
2015 Q3	$329K	Hold	6,309	–	–	0.19%	84
2015 Q2	$284K	Sell	6,309 -1,679	-21%	-$80.6K	0.16%	95
2015 Q1	$395K	Buy	7,988 +1,829	+30%	+$95.7K	0.11%	105
2014 Q4	$325K	Sell	6,159 -4,170	-40%	-$205K	0.18%	83
2014 Q3	$444K	Hold	10,329	–	–	0.27%	64
2014 Q2	$485K	Hold	10,329	–	–	0.3%	58
2014 Q1	$481K	Hold	10,329	–	–	0.32%	58
2013 Q4	$427K	Buy	+10,329	New	+$429K	0.29%	64

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vantage Investment Advisors's WEC Position: Q3 2018 in Review

Vantage Investment Advisors held its WEC Energy (WEC) position steady in Q3 2018 at 6,194 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #108.

Vantage Investment Advisors first reported a position in WEC in Q4 2013 and has held it in 20 quarters since. The position peaked at $485K in Q2 2014. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

Vantage Investment Advisors held 6,194 shares of WEC Energy worth $414K as of Q3 2018.
Vantage Investment Advisors left its WEC Energy share count unchanged in Q3 2018.
WEC Energy made up 0.09% of Vantage Investment Advisors's portfolio in Q3 2018, its #108 holding.
Vantage Investment Advisors first reported a position in WEC Energy in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's WEC Energy position peaked at $485K in Q2 2014.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.