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Geneva Advisors, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on WEC, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 35,461 WEC shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 35,461 shares
    Change vs previous 13F -2,787 shares

    0.04% of the 13F portfolio, value $2,177,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 38,248 shares
    Change vs previous 13F -1,614 shares

    0.04% of the 13F portfolio, value $2,319,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 39,862 shares
    Change vs previous 13F -4,690 shares

    0.05% of the 13F portfolio, value $2,338,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 44,552 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $2,668,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 44,600 shares
    Change vs previous 13F +3,588 shares

    0.06% of the 13F portfolio, value $2,912,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 41,012 shares
    Change vs previous 13F +751 shares

    0.05% of the 13F portfolio, value $2,464,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 40,261 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $2,066,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 40,305 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,105,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).