Horizon Investment Services’s Westar Energy Inc WR Stock Holding History

Horizon Investment Services’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 Q3	–	Sell	-12,775	Closed	-$437K	–	135
2015 Q2	$437K	Buy	12,775 +159	+1%	+$5.81K	0.18%	81
2015 Q1	$489K	Buy	12,616 +2,111	+20%	+$84.9K	0.2%	72
2014 Q4	$433K	Buy	10,505 +800	+8%	+$30.5K	0.2%	75
2014 Q3	$331K	Sell	9,705 -483	-5%	-$17.5K	0.17%	87
2014 Q2	$389K	Buy	10,188 +465	+5%	+$16.7K	0.19%	77
2014 Q1	$349K	Buy	9,723 +1,144	+13%	+$38.5K	0.19%	82
2013 Q4	$276K	Buy	8,579 +853	+11%	+$26.9K	0.17%	87
2013 Q3	$237K	Buy	+7,726	New	+$247K	0.16%	89

Other funds holding WR

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Horizon Investment Services's WR Position: Q3 2015 in Review

Horizon Investment Services sold out of Westar Energy Inc (WR) in Q3 2015, closing a stake of 12,775 shares — an estimated $437K sold.

Horizon Investment Services first reported a position in WR in Q3 2013 and held it in 8 quarters. The position peaked at $489K in Q1 2015. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

Horizon Investment Services reported no remaining Westar Energy Inc position as of Q3 2015 after selling out during the quarter.
Horizon Investment Services sold 12,775 Westar Energy Inc shares in Q3 2015, an estimated $437K.
Horizon Investment Services first reported a position in Westar Energy Inc in Q3 2013 and held it in 8 quarters.
Horizon Investment Services's Westar Energy Inc position peaked at $489K in Q1 2015.
294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on Horizon Investment Services's 13F filing for Q3 2015, filed 13 Nov 2015.