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

Crossvault 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 Q3	–	Sell	-8,900	Closed	-$499K	–	70
2016 Q2	$499K	Hold	8,900	–	–	0.35%	46
2016 Q1	$442K	Hold	8,900	–	–	0.33%	48
2015 Q4	$377K	Hold	8,900	–	–	0.27%	50
2015 Q3	$342K	Hold	8,900	–	–	0.27%	47
2015 Q2	$305K	Hold	8,900	–	–	0.24%	50
2015 Q1	$345K	Sell	8,900 -9,400	-51%	-$378K	0.28%	51
2014 Q4	$755K	Hold	18,300	–	–	0.66%	40
2014 Q3	$624K	Hold	18,300	–	–	0.59%	39
2014 Q2	$699K	Sell	18,300 -200	-1%	-$7.17K	0.65%	39
2014 Q1	$650K	Buy	18,500 +950	+5%	+$32K	0.63%	41
2013 Q4	$565K	Buy	+17,550	New	+$554K	0.55%	43

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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Crossvault Capital Management's WR Position: Q3 2016 in Review

Crossvault Capital Management sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 8,900 shares — an estimated $499K sold.

Crossvault Capital Management first reported a position in WR in Q4 2013 and held it in 11 quarters. The position peaked at $755K in Q4 2014. 386 funds tracked by Wall St. Rank hold WR as of Q3 2016.

Crossvault Capital Management reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
Crossvault Capital Management sold 8,900 Westar Energy Inc shares in Q3 2016, an estimated $499K.
Crossvault Capital Management first reported a position in Westar Energy Inc in Q4 2013 and held it in 11 quarters.
Crossvault Capital Management's Westar Energy Inc position peaked at $755K in Q4 2014.
386 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Crossvault Capital Management's 13F filing for Q3 2016, filed 19 Oct 2016.