HCC
WR

Hirtle Callaghan & Co’s Westar Energy Inc WR Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-50
Closed -$2K – 635
2014
Q3 		$2K Hold
50
– – ﹤0.01% 556
2014
Q2 		$2K Hold
50
– – ﹤0.01% 590
2014
Q1 		$2K Hold
50
– – ﹤0.01% 578
2013
Q4 		$2K Buy
+50
New +$1.58K ﹤0.01% 562

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

Hirtle Callaghan & Co's WR Position: Q4 2014 in Review

Hirtle Callaghan & Co sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 50 shares — an estimated $2K sold.

Hirtle Callaghan & Co first reported a position in WR in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Hirtle Callaghan & Co reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 50 Westar Energy Inc shares in Q4 2014, an estimated $2K.
  • Hirtle Callaghan & Co first reported a position in Westar Energy Inc in Q4 2013 and held it in 4 quarters.
  • Hirtle Callaghan & Co's Westar Energy Inc position peaked at $2K in Q3 2014.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2014, filed 26 Jan 2015.