FineMark National Bank & Trust’s Westar Energy Inc WR Stock Holding History

FineMark National Bank & Trust’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
2014 Q3	–	Sell	-1,500	Closed	-$57K	–	1468
2014 Q2	$57K	Buy	1,500 +600	+67%	+$21.5K	0.01%	595
2014 Q1	$32K	Sell	900 -476	-35%	-$16K	0.01%	741
2013 Q4	$44K	Buy	1,376 +900	+189%	+$28.4K	0.01%	612
2013 Q3	$15K	Sell	476 -7,771	-94%	-$248K	﹤0.01%	898
2013 Q2	$266K	Buy	+8,247	New	+$271K	0.08%	223

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FineMark National Bank & Trust's WR Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of Westar Energy Inc (WR) in Q3 2014, closing a stake of 1,500 shares — an estimated $57K sold.

FineMark National Bank & Trust first reported a position in WR in Q2 2013 and held it in 5 quarters. The position peaked at $266K in Q2 2013. 321 funds tracked by Wall St. Rank hold WR as of Q3 2014.

FineMark National Bank & Trust reported no remaining Westar Energy Inc position as of Q3 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 1,500 Westar Energy Inc shares in Q3 2014, an estimated $57K.
FineMark National Bank & Trust first reported a position in Westar Energy Inc in Q2 2013 and held it in 5 quarters.
FineMark National Bank & Trust's Westar Energy Inc position peaked at $266K in Q2 2013.
321 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.