HIM
WR

Hillsdale Investment Management’s Westar Energy Inc WR Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-3,600
Closed -$138K – 644
2015
Q3 		$138K Sell
3,600
-500
-12% -$18.5K 0.05% 362
2015
Q2 		$140K Buy
4,100
+500
+14% +$18.3K 0.04% 377
2015
Q1 		$140K Sell
3,600
-900
-20% -$36.2K 0.04% 372
2014
Q4 		$186K Sell
4,500
-900
-17% -$34.3K 0.05% 335
2014
Q3 		$184K Sell
5,400
-500
-8% -$18.1K 0.06% 322
2014
Q2 		$225K Buy
5,900
+300
+5% +$10.7K 0.05% 306
2014
Q1 		$197K Buy
5,600
+100
+2% +$3.37K 0.06% 318
2013
Q4 		$177K Buy
5,500
+700
+15% +$22.1K 0.05% 322
2013
Q3 		$147K Sell
4,800
-1,700
-26% -$54.3K 0.04% 317
2013
Q2 		$208K Buy
+6,500
New +$214K 0.07% 288

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 $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Hillsdale Investment Management's WR Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Westar Energy Inc (WR) in Q4 2015, closing a stake of 3,600 shares — an estimated $138K sold.

Hillsdale Investment Management first reported a position in WR in Q2 2013 and held it in 10 quarters. The position peaked at $225K in Q2 2014. 333 funds tracked by Wall St. Rank hold WR as of Q4 2015.

  • Hillsdale Investment Management reported no remaining Westar Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,600 Westar Energy Inc shares in Q4 2015, an estimated $138K.
  • Hillsdale Investment Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 10 quarters.
  • Hillsdale Investment Management's Westar Energy Inc position peaked at $225K in Q2 2014.
  • 333 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.