CPO
WR

Cerity Partners OCIO’s Westar Energy Inc WR Stock Holding History

Cerity Partners OCIO’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
Q1 		– Sell
-10,114
Closed -$429K – 241
2015
Q4 		$429K Buy
10,114
+771
+8% +$31.5K 0.05% 145
2015
Q3 		$359K Buy
9,343
+1,165
+14% +$43K 0.04% 157
2015
Q2 		$280K Buy
8,178
+925
+13% +$33.8K 0.03% 181
2015
Q1 		$281K Buy
7,253
+2,398
+49% +$96.4K 0.03% 173
2014
Q4 		$200K Buy
+4,855
New +$185K 0.02% 181

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Cerity Partners OCIO's WR Position: Q1 2016 in Review

Cerity Partners OCIO sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 10,114 shares — an estimated $429K sold.

Cerity Partners OCIO first reported a position in WR in Q4 2014 and held it in 5 quarters. The position peaked at $429K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Cerity Partners OCIO reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Cerity Partners OCIO sold 10,114 Westar Energy Inc shares in Q1 2016, an estimated $429K.
  • Cerity Partners OCIO first reported a position in Westar Energy Inc in Q4 2014 and held it in 5 quarters.
  • Cerity Partners OCIO's Westar Energy Inc position peaked at $429K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Cerity Partners OCIO's 13F filing for Q1 2016, filed 6 May 2016.