Cookson Peirce & Co’s Westar Energy Inc WR Stock Holding History

Cookson Peirce & Co’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 Q2	–	Sell	-4,345	Closed	-$216K	–	149
2016 Q1	$216K	Buy	+4,345	New	+$194K	0.03%	115
2015 Q1	–	Sell	-6,900	Closed	-$285K	–	150
2014 Q4	$285K	Buy	6,900 +150	+2%	+$5.72K	0.06%	110
2014 Q3	$230K	Buy	+6,750	New	+$244K	0.05%	113

Other funds holding WR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cookson Peirce & Co's WR Position: Q2 2016 in Review

Cookson Peirce & Co sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 4,345 shares — an estimated $216K sold.

Cookson Peirce & Co first reported a position in WR in Q3 2014 and held it in 3 quarters. The position peaked at $285K in Q4 2014. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

Cookson Peirce & Co reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
Cookson Peirce & Co sold 4,345 Westar Energy Inc shares in Q2 2016, an estimated $216K.
Cookson Peirce & Co first reported a position in Westar Energy Inc in Q3 2014 and held it in 3 quarters.
Cookson Peirce & Co's Westar Energy Inc position peaked at $285K in Q4 2014.
406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Cookson Peirce & Co's 13F filing for Q2 2016, filed 3 Aug 2016.