Brown Advisory’s Westar Energy Inc WR Stock Holding History

Brown Advisory’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 Q3	–	Sell	-4,190	Closed	-$235K	–	1131
2016 Q2	$235K	Buy	+4,190	New	+$222K	﹤0.01%	931

Other funds holding WR

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Brown Advisory's WR Position: Q3 2016 in Review

Brown Advisory sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 4,190 shares — an estimated $235K sold.

Brown Advisory first reported a position in WR in Q2 2016 and held it in 1 quarter. The position peaked at $235K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

Brown Advisory reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
Brown Advisory sold 4,190 Westar Energy Inc shares in Q3 2016, an estimated $235K.
Brown Advisory first reported a position in Westar Energy Inc in Q2 2016 and held it in 1 quarter.
Brown Advisory's Westar Energy Inc position peaked at $235K in Q2 2016.
387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Brown Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.