DIA
WR

Dean Investment Associates’s Westar Energy Inc WR Stock Holding History

Dean Investment Associates’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
Q2 		– Sell
-13,206
Closed -$655K – 235
2016
Q1 		$655K Buy
13,206
+225
+2% +$10K 0.13% 151
2015
Q4 		$551K Hold
12,981
– – 0.12% 156
2015
Q3 		$499K Buy
12,981
+6
+0% +$222 0.11% 167
2015
Q2 		$444K Sell
12,975
-21,313
-62% -$779K 0.1% 213
2015
Q1 		$1.33M Buy
34,288
+2,089
+6% +$84K 0.31% 118
2014
Q4 		$1.33M Buy
32,199
+18
+0.1% +$687 0.31% 113
2014
Q3 		$1.1M Buy
32,181
+668
+2% +$24.2K 0.27% 105
2014
Q2 		$1.2M Buy
31,513
+189
+0.6% +$6.77K 0.28% 110
2014
Q1 		$1.1M Buy
31,324
+14,889
+91% +$501K 0.27% 114
2013
Q4 		$529K Buy
16,435
+5,645
+52% +$178K 0.13% 149
2013
Q3 		$331K Buy
10,790
+1,181
+12% +$37.7K 0.09% 211
2013
Q2 		$307K Buy
+9,609
New +$316K 0.09% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dean Investment Associates's WR Position: Q2 2016 in Review

Dean Investment Associates sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 13,206 shares — an estimated $655K sold.

Dean Investment Associates first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $1.33M in Q1 2015. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Dean Investment Associates reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Dean Investment Associates sold 13,206 Westar Energy Inc shares in Q2 2016, an estimated $655K.
  • Dean Investment Associates first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
  • Dean Investment Associates's Westar Energy Inc position peaked at $1.33M in Q1 2015.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Dean Investment Associates's 13F filing for Q2 2016, filed 3 Aug 2016.