CCFCSB
WR

Cape Cod Five Cents Savings Bank’s Westar Energy Inc WR Stock Holding History

Cape Cod Five Cents Savings Bank’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
Q4 		– Sell
-4,000
Closed -$227K – 188
2016
Q3 		$227K Hold
4,000
– – 0.04% 171
2016
Q2 		$224K Buy
+4,000
New +$212K 0.04% 174

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's WR Position: Q4 2016 in Review

Cape Cod Five Cents Savings Bank sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 4,000 shares — an estimated $227K sold.

Cape Cod Five Cents Savings Bank first reported a position in WR in Q2 2016 and held it in 2 quarters. The position peaked at $227K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Cape Cod Five Cents Savings Bank reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Cape Cod Five Cents Savings Bank sold 4,000 Westar Energy Inc shares in Q4 2016, an estimated $227K.
  • Cape Cod Five Cents Savings Bank first reported a position in Westar Energy Inc in Q2 2016 and held it in 2 quarters.
  • Cape Cod Five Cents Savings Bank's Westar Energy Inc position peaked at $227K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2016, filed 26 Jan 2017.