First National Bank of Omaha’s Westar Energy Inc WR Stock Holding History

First National Bank of Omaha’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	-16,763	Closed	-$941K	–	346
2016 Q2	$941K	Sell	16,763 -30,485	-65%	-$1.61M	0.07%	188
2016 Q1	$2.34M	Sell	47,248 -6,534	-12%	-$291K	0.17%	150
2015 Q4	$2.28K	Sell	53,782 -97,054	-64%	-$3.97M	0.16%	155
2015 Q3	$5.8K	Sell	150,836 -639	-0.4%	-$23.6K	0.43%	87
2015 Q2	$5.7K	Hold	151,475	–	–	0.39%	89
2015 Q1	$5.7K	Sell	151,475 -252	-0.2%	-$10.1K	0.39%	89
2014 Q4	$6.26M	Sell	151,727 -4,927	-3%	-$188K	0.44%	72
2014 Q3	$5.34M	Buy	156,654 +22,574	+17%	+$817K	0.39%	88
2014 Q2	$5.12M	Buy	134,080 +99,730	+290%	+$3.57M	0.36%	101
2014 Q1	$1.21M	Buy	34,350 +2,650	+8%	+$89.2K	0.09%	191
2013 Q4	$1.02M	Buy	31,700 +3,475	+12%	+$110K	0.08%	199
2013 Q3	$865K	Buy	28,225 +10,600	+60%	+$339K	0.08%	200
2013 Q2	$563	Buy	+17,625	New	+$579K	0.05%	247

Other funds holding WR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

DPIM

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

First National Bank of Omaha's WR Position: Q3 2016 in Review

First National Bank of Omaha sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 16,763 shares — an estimated $941K sold.

First National Bank of Omaha first reported a position in WR in Q2 2013 and held it in 13 quarters. The position peaked at $6.26M in Q4 2014. 386 funds tracked by Wall St. Rank hold WR as of Q3 2016.

First National Bank of Omaha reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
First National Bank of Omaha sold 16,763 Westar Energy Inc shares in Q3 2016, an estimated $941K.
First National Bank of Omaha first reported a position in Westar Energy Inc in Q2 2013 and held it in 13 quarters.
First National Bank of Omaha's Westar Energy Inc position peaked at $6.26M in Q4 2014.
386 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on First National Bank of Omaha's 13F filing for Q3 2016, filed 12 Oct 2016.