BPBT
WR

Boston Private Bank & Trust’s Westar Energy Inc WR Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$11K Hold
280
– – ﹤0.01% 819
2014
Q4 		$12K Hold
280
– – ﹤0.01% 839
2014
Q3 		$10K Buy
+280
New +$10.1K ﹤0.01% 877
2014
Q1 		– Sell
-71
Closed -$2K – 1114
2013
Q4 		$2K Buy
+71
New +$2.24K ﹤0.01% 1023

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Private Bank & Trust's WR Position: Q1 2015 in Review

Boston Private Bank & Trust held its Westar Energy Inc (WR) position steady in Q1 2015 at 280 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Boston Private Bank & Trust first reported a position in WR in Q4 2013 and has held it in 4 quarters since. The position peaked at $12K in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Boston Private Bank & Trust held 280 shares of Westar Energy Inc worth $11K as of Q1 2015.
  • Boston Private Bank & Trust left its Westar Energy Inc share count unchanged in Q1 2015.
  • Westar Energy Inc made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #819 holding.
  • Boston Private Bank & Trust first reported a position in Westar Energy Inc in Q4 2013 and has held it in 4 quarters since.
  • Boston Private Bank & Trust's Westar Energy Inc position peaked at $12K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.