Crow Point Partners’s Westar Energy Inc WR Stock Holding History

Crow Point Partners’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
2015 Q3	–	Sell	-1,010	Closed	-$35K	–	323
2015 Q2	$35K	Buy	1,010 +710	+237%	+$26K	0.01%	231
2015 Q1	$12K	Buy	+300	New	+$12.1K	﹤0.01%	222
2014 Q3	$157K	Buy	4,610 +1,510	+49%	+$54.7K	0.02%	192
2014 Q2	$109K	Hold	3,100	–	–	0.01%	176
2014 Q1	$109K	Buy	+3,100	New	+$104K	0.01%	176

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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

DPIM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crow Point Partners's WR Position: Q3 2015 in Review

Crow Point Partners sold out of Westar Energy Inc (WR) in Q3 2015, closing a stake of 1,010 shares — an estimated $35K sold.

Crow Point Partners first reported a position in WR in Q1 2014 and held it in 5 quarters. The position peaked at $157K in Q3 2014. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

Crow Point Partners reported no remaining Westar Energy Inc position as of Q3 2015 after selling out during the quarter.
Crow Point Partners sold 1,010 Westar Energy Inc shares in Q3 2015, an estimated $35K.
Crow Point Partners first reported a position in Westar Energy Inc in Q1 2014 and held it in 5 quarters.
Crow Point Partners's Westar Energy Inc position peaked at $157K in Q3 2014.
294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on Crow Point Partners's 13F filing for Q3 2015, filed 17 Dec 2015.