WIL
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Winifred I. Li’s WEC Energy WEC Stock Holding History

Winifred I. Li’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
2014
Q2 		– Sell
-3,600
Closed -$168K – 398
2014
Q1 		$168K Hold
3,600
– – 0.15% 141
2013
Q4 		$149K Hold
3,600
– – 0.13% 147
2013
Q3 		$145K Hold
3,600
– – 0.13% 142
2013
Q2 		$148K Buy
+3,600
New +$153K 0.14% 143

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winifred I. Li's WEC Position: Q2 2014 in Review

Winifred I. Li sold out of WEC Energy (WEC) in Q2 2014, closing a stake of 3,600 shares — an estimated $168K sold.

Winifred I. Li first reported a position in WEC in Q2 2013 and held it in 4 quarters. The position peaked at $168K in Q1 2014. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2014.

  • Winifred I. Li reported no remaining WEC Energy position as of Q2 2014 after selling out during the quarter.
  • Winifred I. Li sold 3,600 WEC Energy shares in Q2 2014, an estimated $168K.
  • Winifred I. Li first reported a position in WEC Energy in Q2 2013 and held it in 4 quarters.
  • Winifred I. Li's WEC Energy position peaked at $168K in Q1 2014.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.