Advance Capital I’s Westar Energy Inc WR Stock Holding History

Advance Capital I’s Portfolio WR Stock Details WR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-34,400	Closed	-$1.21M	–	268
2014 Q1	$1.21M	Buy	34,400 +14,400	+72%	+$485K	0.63%	70
2013 Q4	$643K	Buy	20,000 +8,000	+67%	+$252K	0.31%	200
2013 Q3	$368K	Hold	12,000	–	–	0.19%	242
2013 Q2	$384K	Buy	+12,000	New	+$394K	0.19%	220

Other funds holding WR

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advance Capital I's WR Position: Q2 2014 in Review

Advance Capital I sold out of Westar Energy Inc (WR) in Q2 2014, closing a stake of 34,400 shares — an estimated $1.21M sold.

Advance Capital I first reported a position in WR in Q2 2013 and held it in 4 quarters. The position peaked at $1.21M in Q1 2014. 318 funds tracked by Wall St. Rank hold WR as of Q2 2014.

Advance Capital I reported no remaining Westar Energy Inc position as of Q2 2014 after selling out during the quarter.
Advance Capital I sold 34,400 Westar Energy Inc shares in Q2 2014, an estimated $1.21M.
Advance Capital I first reported a position in Westar Energy Inc in Q2 2013 and held it in 4 quarters.
Advance Capital I's Westar Energy Inc position peaked at $1.21M in Q1 2014.
318 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.