FBT
WR

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

Founders 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
Q4 		$91K Sell
2,207
-130
-6% -$4.96K 0.05% 148
2014
Q3 		$80K Hold
2,337
– – 0.04% 154
2014
Q2 		$89K Hold
2,337
– – 0.05% 146
2014
Q1 		$82K Sell
2,337
-1,306
-36% -$43.9K 0.05% 138
2013
Q4 		$118K Sell
3,643
-225
-6% -$7.1K 0.07% 115
2013
Q3 		$118K Sell
3,868
-635
-14% -$20.3K 0.06% 108
2013
Q2 		$143K Buy
+4,503
New +$148K 0.08% 92

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Founders Bank & Trust's WR Position: Q4 2014 in Review

Founders Bank & Trust reduced its Westar Energy Inc (WR) stake by 5.6% in Q4 2014, selling an estimated $4.96K and leaving 2,207 shares worth $91K. The position accounts for 0.05% of the portfolio, ranked #148.

Founders Bank & Trust first reported a position in WR in Q2 2013 and has held it in 7 quarters since. The position peaked at $143K in Q2 2013. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Founders Bank & Trust held 2,207 shares of Westar Energy Inc worth $91K as of Q4 2014.
  • Founders Bank & Trust sold 130 Westar Energy Inc shares in Q4 2014, an estimated $4.96K.
  • Westar Energy Inc made up 0.05% of Founders Bank & Trust's portfolio in Q4 2014, its #148 holding.
  • Founders Bank & Trust first reported a position in Westar Energy Inc in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Westar Energy Inc position peaked at $143K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.