BB
WR

Bell Bank’s Westar Energy Inc WR Stock Holding History

Bell Bank’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
-4,905
Closed -$208K – 144
2015
Q4 		$208K Sell
4,905
-16,335
-77% -$668K 0.15% 119
2015
Q3 		$816K Buy
21,240
+575
+3% +$21.2K 0.65% 72
2015
Q2 		$707K Sell
20,665
-132
-0.6% -$4.83K 0.52% 85
2015
Q1 		$806K Buy
20,797
+350
+2% +$14.1K 0.57% 79
2014
Q4 		$843K Sell
20,447
-35
-0.2% -$1.34K 0.58% 76
2014
Q3 		$699K Buy
20,482
+820
+4% +$29.7K 0.5% 89
2014
Q2 		$751K Buy
19,662
+358
+2% +$12.8K 0.53% 84
2014
Q1 		$679K Sell
19,304
-2,363
-11% -$79.5K 0.45% 109
2013
Q4 		$697K Sell
21,667
-2,435
-10% -$76.8K 0.36% 128
2013
Q3 		$739K Sell
24,102
-89
-0.4% -$2.84K 0.26% 163
2013
Q2 		$773K Buy
+24,191
New +$795K 0.27% 162

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
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

Bell Bank's WR Position: Q1 2016 in Review

Bell Bank sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 4,905 shares — an estimated $208K sold.

Bell Bank first reported a position in WR in Q2 2013 and held it in 11 quarters. The position peaked at $843K in Q4 2014. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Bell Bank reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Bell Bank sold 4,905 Westar Energy Inc shares in Q1 2016, an estimated $208K.
  • Bell Bank first reported a position in Westar Energy Inc in Q2 2013 and held it in 11 quarters.
  • Bell Bank's Westar Energy Inc position peaked at $843K in Q4 2014.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Bell Bank's 13F filing for Q1 2016, filed 12 May 2016.