EWM
WR

Evercore Wealth Management’s Westar Energy Inc WR Stock Holding History

Evercore Wealth Management’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
2015
Q3 		– Sell
-293
Closed -$10K – 1115
2015
Q2 		$10K Buy
+293
New +$10.7K ﹤0.01% 921
2013
Q4 		– Sell
-693
Closed -$21K – 1056
2013
Q3 		$21K Hold
693
– – ﹤0.01% 684
2013
Q2 		$22K Buy
+693
New +$22.8K ﹤0.01% 650

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 $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evercore Wealth Management's WR Position: Q3 2015 in Review

Evercore Wealth Management sold out of Westar Energy Inc (WR) in Q3 2015, closing a stake of 293 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in WR in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q2 2013. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

  • Evercore Wealth Management reported no remaining Westar Energy Inc position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 293 Westar Energy Inc shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Westar Energy Inc position peaked at $22K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.