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 $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return