Boston Partners
WR

Boston Partners’s Westar Energy Inc WR Stock Holding History

Boston Partners’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
Q2 		– Sell
-856,823
Closed -$42.5M – 779
2016
Q1 		$42.5M Sell
856,823
-1,161,164
-58% -$51.8M 0.06% 224
2015
Q4 		$85.6M Sell
2,017,987
-371,457
-16% -$15.2M 0.12% 186
2015
Q3 		$91.8M Buy
2,389,444
+223,236
+10% +$8.24M 0.14% 169
2015
Q2 		$74.1M Buy
2,166,208
+384,704
+22% +$14.1M 0.11% 190
2015
Q1 		$69.1M Buy
1,781,504
+147,858
+9% +$5.94M 0.1% 193
2014
Q4 		$67.4M Buy
1,633,646
+132,193
+9% +$5.04M 0.1% 188
2014
Q3 		$51.2M Buy
1,501,453
+95,548
+7% +$3.46M 0.08% 199
2014
Q2 		$53.7M Buy
1,405,905
+185,170
+15% +$6.63M 0.09% 198
2014
Q1 		$42.9M Sell
1,220,735
-64,154
-5% -$2.16M 0.08% 211
2013
Q4 		$41.3M Buy
1,284,889
+388,018
+43% +$12.2M 0.08% 204
2013
Q3 		$27.5M Buy
896,871
+220,671
+33% +$7.05M 0.07% 228
2013
Q2 		$21.6M Buy
+676,200
New +$22.2M 0.06% 226

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Boston Partners's WR Position: Q2 2016 in Review

Boston Partners sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 856,823 shares — an estimated $42.5M sold.

Boston Partners first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $91.8M in Q3 2015. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Boston Partners reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Boston Partners sold 856,823 Westar Energy Inc shares in Q2 2016, an estimated $42.5M.
  • Boston Partners first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
  • Boston Partners's Westar Energy Inc position peaked at $91.8M in Q3 2015.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Boston Partners's 13F filing for Q2 2016, filed 5 Aug 2016.