BPB
WR

Badgley, Phelps & Bell’s Westar Energy Inc WR Stock Holding History

Badgley, Phelps & Bell’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
Q1 		– Sell
-5,000
Closed -$212K – 162
2015
Q4 		$212K Buy
+5,000
New +$204K 0.02% 138

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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
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Badgley, Phelps & Bell's WR Position: Q1 2016 in Review

Badgley, Phelps & Bell sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 5,000 shares — an estimated $212K sold.

Badgley, Phelps & Bell first reported a position in WR in Q4 2015 and held it in 1 quarter. The position peaked at $212K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Badgley, Phelps & Bell reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 5,000 Westar Energy Inc shares in Q1 2016, an estimated $212K.
  • Badgley, Phelps & Bell first reported a position in Westar Energy Inc in Q4 2015 and held it in 1 quarter.
  • Badgley, Phelps & Bell's Westar Energy Inc position peaked at $212K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2016, filed 2 May 2016.