CG
WR

Colony Group’s Westar Energy Inc WR Stock Holding History

Colony Group’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
2014
Q4 		– Sell
-165
Closed -$6K – 935
2014
Q3 		$6K Buy
165
+150
+1,000% +$5.43K ﹤0.01% 694
2014
Q2 		$1K Buy
+15
New +$537 ﹤0.01% 730

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Colony Group's WR Position: Q4 2014 in Review

Colony Group sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 165 shares — an estimated $6K sold.

Colony Group first reported a position in WR in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Colony Group reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Colony Group sold 165 Westar Energy Inc shares in Q4 2014, an estimated $6K.
  • Colony Group first reported a position in Westar Energy Inc in Q2 2014 and held it in 2 quarters.
  • Colony Group's Westar Energy Inc position peaked at $6K in Q3 2014.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Colony Group's 13F filing for Q4 2014, filed 18 Feb 2015.