Epoch Investment Partners
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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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Epoch Investment Partners's WR Position: Q3 2016 in Review

Epoch Investment Partners sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 92,020 shares — an estimated $5.16M sold.

Epoch Investment Partners first reported a position in WR in Q2 2013 and held it in 13 quarters. The position peaked at $35.7M in Q4 2015. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Epoch Investment Partners reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 92,020 Westar Energy Inc shares in Q3 2016, an estimated $5.16M.
  • Epoch Investment Partners first reported a position in Westar Energy Inc in Q2 2013 and held it in 13 quarters.
  • Epoch Investment Partners's Westar Energy Inc position peaked at $35.7M in Q4 2015.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Epoch Investment Partners's 13F filing for Q3 2016, filed 10 Nov 2016.