Axa
WR

Axa’s Westar Energy Inc WR Stock Holding History

Axa’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
2015
Q2 		– Sell
-500
Closed -$19K – 1530
2015
Q1 		$19K Buy
+500
New +$20.1K ﹤0.01% 1396
2014
Q4 		– Sell
-16,500
Closed -$563K – 1564
2014
Q3 		$563K Sell
16,500
-2,300
-12% -$83.3K ﹤0.01% 1036
2014
Q2 		$718K Buy
18,800
+18,700
+18,700% +$670K ﹤0.01% 1002
2014
Q1 		$4K Buy
+100
New +$3.37K ﹤0.01% 1390

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Axa's WR Position: Q2 2015 in Review

Axa sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 500 shares — an estimated $19K sold.

Axa first reported a position in WR in Q1 2014 and held it in 4 quarters. The position peaked at $718K in Q2 2014. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

  • Axa reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
  • Axa sold 500 Westar Energy Inc shares in Q2 2015, an estimated $19K.
  • Axa first reported a position in Westar Energy Inc in Q1 2014 and held it in 4 quarters.
  • Axa's Westar Energy Inc position peaked at $718K in Q2 2014.
  • 298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on Axa's 13F filing for Q2 2015, filed 13 Aug 2015.