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WR

Duncker Streett & Co’s Westar Energy Inc WR Stock Holding History

Duncker Streett & Co’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
-843
Closed -$47K – 638
2016
Q2 		$47K Hold
843
– – 0.02% 364
2016
Q1 		$42K Hold
843
– – 0.02% 374
2015
Q4 		$36K Buy
+843
New +$34.5K 0.01% 389
2015
Q3 		– Sell
-700
Closed -$24K – 653
2015
Q2 		$24K Hold
700
– – 0.01% 450
2015
Q1 		$27K Hold
700
– – 0.01% 447
2014
Q4 		$29K Hold
700
– – 0.01% 438
2014
Q3 		$24K Hold
700
– – 0.01% 456
2014
Q2 		$27K Buy
+700
New +$25.1K 0.01% 452

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Duncker Streett & Co's WR Position: Q3 2016 in Review

Duncker Streett & Co sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 843 shares — an estimated $47K sold.

Duncker Streett & Co first reported a position in WR in Q2 2014 and held it in 8 quarters. The position peaked at $47K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Duncker Streett & Co reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Duncker Streett & Co sold 843 Westar Energy Inc shares in Q3 2016, an estimated $47K.
  • Duncker Streett & Co first reported a position in Westar Energy Inc in Q2 2014 and held it in 8 quarters.
  • Duncker Streett & Co's Westar Energy Inc position peaked at $47K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Duncker Streett & Co's 13F filing for Q3 2016, filed 20 Oct 2016.