CCMH
WR

Cornerstone Capital Management Holdings’s Westar Energy Inc WR Stock Holding History

Cornerstone Capital Management Holdings’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
Q3 		– Sell
-1,746
Closed -$98K – 1577
2016
Q2 		$98K Buy
1,746
+978
+127% +$51.8K ﹤0.01% 1274
2016
Q1 		$38K Buy
+768
New +$34.3K ﹤0.01% 1418
2015
Q4 		– Sell
-2,641
Closed -$102K – 1640
2015
Q3 		$102K Buy
+2,641
New +$97.5K ﹤0.01% 1330
2015
Q2 		– Sell
-9,008
Closed -$349K – 1564
2015
Q1 		$349K Sell
9,008
-492
-5% -$19.8K ﹤0.01% 1088
2014
Q4 		$392K Buy
+9,500
New +$363K ﹤0.01% 1004

Other funds holding WR

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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return