EIP
WR

Epoch Investment Partners’s Westar Energy Inc WR Stock Holding History

Epoch Investment 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
2016
Q3 		– Sell
-92,020
Closed -$5.16M – 302
2016
Q2 		$5.16M Sell
92,020
-186,619
-67% -$9.88M 0.02% 197
2016
Q1 		$13.8M Sell
278,639
-562,688
-67% -$25.1M 0.05% 174
2015
Q4 		$35.7M Buy
841,327
+173,145
+26% +$7.08M 0.14% 120
2015
Q3 		$25.7M Sell
668,182
-4,313
-0.6% -$159K 0.1% 148
2015
Q2 		$23M Sell
672,495
-20,063
-3% -$734K 0.09% 163
2015
Q1 		$26.8M Buy
692,558
+25,497
+4% +$1.03M 0.1% 144
2014
Q4 		$27.5M Buy
667,061
+1,289
+0.2% +$49.2K 0.1% 140
2014
Q3 		$22.7M Sell
665,772
-16,749
-2% -$606K 0.09% 149
2014
Q2 		$26.1M Sell
682,521
-49,470
-7% -$1.77M 0.1% 151
2014
Q1 		$25.7M Buy
731,991
+27,690
+4% +$932K 0.1% 160
2013
Q4 		$22.7M Sell
704,301
-280
-0% -$8.84K 0.1% 173
2013
Q3 		$21.6M Buy
704,581
+16,255
+2% +$519K 0.1% 165
2013
Q2 		$22M Buy
+688,326
New +$22.6M 0.11% 153

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
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