CEP
WR

Chicago Equity Partners’s Westar Energy Inc WR Stock Holding History

Chicago Equity Partners’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
-90,420
Closed -$3.73M – 520
2014
Q4 		$3.73M Sell
90,420
-3,115
-3% -$119K 0.1% 173
2014
Q3 		$3.19M Buy
93,535
+1,015
+1% +$36.7K 0.08% 181
2014
Q2 		$3.53M Sell
92,520
-1,635
-2% -$58.6K 0.09% 174
2014
Q1 		$3.31M Buy
94,155
+3,500
+4% +$118K 0.09% 174
2013
Q4 		$2.92M Buy
+90,655
New +$2.86M 0.09% 182

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Chicago Equity Partners's WR Position: Q1 2015 in Review

Chicago Equity Partners sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 90,420 shares — an estimated $3.73M sold.

Chicago Equity Partners first reported a position in WR in Q4 2013 and held it in 5 quarters. The position peaked at $3.73M in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Chicago Equity Partners reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Chicago Equity Partners sold 90,420 Westar Energy Inc shares in Q1 2015, an estimated $3.73M.
  • Chicago Equity Partners first reported a position in Westar Energy Inc in Q4 2013 and held it in 5 quarters.
  • Chicago Equity Partners's Westar Energy Inc position peaked at $3.73M in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Chicago Equity Partners's 13F filing for Q1 2015, filed 1 May 2015.