CCM
WR

CrestPoint Capital Management’s Westar Energy Inc WR Stock Holding History

CrestPoint Capital Management’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
Q4 		– Sell
-4,800
Closed -$272K – 236
2016
Q3 		$272K Hold
4,800
– – 0.14% 189
2016
Q2 		$269K Hold
4,800
– – 0.14% 181
2016
Q1 		$238K Hold
4,800
– – 0.13% 186
2015
Q4 		$204K Buy
+4,800
New +$196K 0.12% 187

Other funds holding WR

Vanguard Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

CrestPoint Capital Management's WR Position: Q4 2016 in Review

CrestPoint Capital Management sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 4,800 shares — an estimated $272K sold.

CrestPoint Capital Management first reported a position in WR in Q4 2015 and held it in 4 quarters. The position peaked at $272K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • CrestPoint Capital Management reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • CrestPoint Capital Management sold 4,800 Westar Energy Inc shares in Q4 2016, an estimated $272K.
  • CrestPoint Capital Management first reported a position in Westar Energy Inc in Q4 2015 and held it in 4 quarters.
  • CrestPoint Capital Management's Westar Energy Inc position peaked at $272K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on CrestPoint Capital Management's 13F filing for Q4 2016, filed 19 Jan 2017.