BKBG
WR

BHF Kleinwort Benson Group’s Westar Energy Inc WR Stock Holding History

BHF Kleinwort Benson Group’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 		$1.2M Buy
24,181
+2,330
+11% +$104K 0.03% 213
2015
Q4 		$927K Buy
21,851
+8,042
+58% +$329K 0.02% 239
2015
Q3 		$531K Buy
+13,809
New +$510K 0.02% 195

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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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

BHF Kleinwort Benson Group's WR Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its Westar Energy Inc (WR) stake by 11% in Q1 2016, buying an estimated $104K and bringing the position to 24,181 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #213.

BHF Kleinwort Benson Group first reported a position in WR in Q3 2015 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • BHF Kleinwort Benson Group held 24,181 shares of Westar Energy Inc worth $1.2M as of Q1 2016.
  • BHF Kleinwort Benson Group bought 2,330 Westar Energy Inc shares in Q1 2016, an estimated $104K.
  • Westar Energy Inc made up 0.03% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #213 holding.
  • BHF Kleinwort Benson Group first reported a position in Westar Energy Inc in Q3 2015 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.