WFG Advisors’s WEC Energy WEC Stock Holding History

WFG 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
2017 Q2	$277K	Sell	4,509 -218	-5%	-$13.5K	0.06%	298
2017 Q1	$287K	Sell	4,727 -741	-14%	-$43.7K	0.08%	266
2016 Q4	$321K	Buy	5,468 +1,128	+26%	+$64.7K	0.08%	271
2016 Q3	$260K	Sell	4,340 -82	-2%	-$5.12K	0.06%	303
2016 Q2	$289K	Buy	4,422 +27	+0.6%	+$1.62K	0.08%	252
2016 Q1	$264K	Buy	4,395 +1,610	+58%	+$90.1K	0.08%	253
2015 Q4	$143K	Buy	2,785 +25	+0.9%	+$1.28K	0.04%	381
2015 Q3	$144K	Buy	2,760 +73	+3%	+$3.55K	0.05%	367
2015 Q2	$121K	Buy	2,687 +127	+5%	+$6.1K	0.03%	479
2015 Q1	$127K	Buy	2,560 +42	+2%	+$2.2K	0.04%	460
2014 Q4	$133K	Sell	2,518 -409	-14%	-$20.1K	0.03%	556
2014 Q3	$126K	Buy	2,927 +510	+21%	+$22.6K	0.02%	582
2014 Q2	$113K	Buy	2,417 +71	+3%	+$3.3K	0.02%	617
2014 Q1	$109K	Buy	2,346 +187	+9%	+$8.06K	0.02%	612
2013 Q4	$89K	Sell	2,159 -2	-0.1%	-$83	0.01%	787
2013 Q3	$87K	Buy	2,161 +16	+0.7%	+$666	0.01%	747
2013 Q2	$88K	Buy	+2,145	New	+$91K	0.01%	704

Other funds holding WEC

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

BlackRock New York $5.7T 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

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return