BMM
WR

Buffington Mohr McNeal’s Westar Energy Inc WR Stock Holding History

Buffington Mohr McNeal’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 		– Sell
-3,910
Closed -$161K – 96
2014
Q4 		$161K Buy
+3,910
New +$149K 0.09% 64

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 $9.63B AUM 11.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Buffington Mohr McNeal's WR Position: Q1 2015 in Review

Buffington Mohr McNeal sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 3,910 shares — an estimated $161K sold.

Buffington Mohr McNeal first reported a position in WR in Q4 2014 and held it in 1 quarter. The position peaked at $161K in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Buffington Mohr McNeal reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Buffington Mohr McNeal sold 3,910 Westar Energy Inc shares in Q1 2015, an estimated $161K.
  • Buffington Mohr McNeal first reported a position in Westar Energy Inc in Q4 2014 and held it in 1 quarter.
  • Buffington Mohr McNeal's Westar Energy Inc position peaked at $161K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Buffington Mohr McNeal's 13F filing for Q1 2015, filed 30 Apr 2015.