CT
WR

Cambridge Trust’s Westar Energy Inc WR Stock Holding History

Cambridge 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
Q2 		– Sell
-5,812
Closed -$225K – 244
2015
Q1 		$225K Buy
+5,812
New +$234K 0.02% 207

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 $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cambridge Trust's WR Position: Q2 2015 in Review

Cambridge Trust sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 5,812 shares — an estimated $225K sold.

Cambridge Trust first reported a position in WR in Q1 2015 and held it in 1 quarter. The position peaked at $225K in Q1 2015. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

  • Cambridge Trust reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
  • Cambridge Trust sold 5,812 Westar Energy Inc shares in Q2 2015, an estimated $225K.
  • Cambridge Trust first reported a position in Westar Energy Inc in Q1 2015 and held it in 1 quarter.
  • Cambridge Trust's Westar Energy Inc position peaked at $225K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on Cambridge Trust's 13F filing for Q2 2015, filed 5 Aug 2015.