AIM
WR

Assured Investment Management’s Westar Energy Inc WR Stock Holding History

Assured Investment Management’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
2016
Q2 		– Sell
-82
Closed -$4K – 743
2016
Q1 		$4K Sell
82
-21,089
-100% -$941K ﹤0.01% 598
2015
Q4 		$898K Buy
+21,171
New +$866K 0.02% 213
2015
Q3 		– Sell
-13,631
Closed -$466K – 806
2015
Q2 		$466K Buy
13,631
+6,733
+98% +$246K 0.01% 374
2015
Q1 		$267K Buy
+6,898
New +$277K ﹤0.01% 372

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Assured Investment Management's WR Position: Q2 2016 in Review

Assured Investment Management sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 82 shares — an estimated $4K sold.

Assured Investment Management first reported a position in WR in Q1 2015 and held it in 4 quarters. The position peaked at $898K in Q4 2015. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Assured Investment Management reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Assured Investment Management sold 82 Westar Energy Inc shares in Q2 2016, an estimated $4K.
  • Assured Investment Management first reported a position in Westar Energy Inc in Q1 2015 and held it in 4 quarters.
  • Assured Investment Management's Westar Energy Inc position peaked at $898K in Q4 2015.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Assured Investment Management's 13F filing for Q2 2016, filed 11 Aug 2016.