CC
WR

Curian Capital’s Westar Energy Inc WR Stock Holding History

Curian Capital’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
Q1 		– Sell
-6,777
Closed -$287K – 472
2015
Q4 		$287K Sell
6,777
-10,307
-60% -$421K 0.02% 393
2015
Q3 		$657K Sell
17,084
-6,561
-28% -$242K 0.02% 447
2015
Q2 		$809K Sell
23,645
-3,885
-14% -$142K 0.01% 501
2015
Q1 		$1.07M Sell
27,530
-4
-0% -$161 0.02% 454
2014
Q4 		$1.14M Buy
27,534
+2,559
+10% +$97.7K 0.02% 415
2014
Q3 		$852K Sell
24,975
-4,865
-16% -$176K 0.02% 458
2014
Q2 		$1.14M Buy
29,840
+1,132
+4% +$40.6K 0.02% 404
2014
Q1 		$1.01M Sell
28,708
-1,016
-3% -$34.2K 0.02% 435
2013
Q4 		$956K Buy
29,724
+1,623
+6% +$51.2K 0.02% 427
2013
Q3 		$861K Buy
+28,101
New +$898K 0.02% 432

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Curian Capital's WR Position: Q1 2016 in Review

Curian Capital sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 6,777 shares — an estimated $287K sold.

Curian Capital first reported a position in WR in Q3 2013 and held it in 10 quarters. The position peaked at $1.14M in Q2 2014. 358 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Curian Capital reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 6,777 Westar Energy Inc shares in Q1 2016, an estimated $287K.
  • Curian Capital first reported a position in Westar Energy Inc in Q3 2013 and held it in 10 quarters.
  • Curian Capital's Westar Energy Inc position peaked at $1.14M in Q2 2014.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.