HR
WR

Howe & Rusling’s Westar Energy Inc WR Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-18
Closed -$1K – 1114
2016
Q1 		$1K Sell
18
-29
-62% -$1.29K ﹤0.01% 992
2015
Q4 		$2K Sell
47
-14
-23% -$572 ﹤0.01% 886
2015
Q3 		$2K Buy
61
+11
+22% +$406 ﹤0.01% 886
2015
Q2 		$2K Hold
50
– – ﹤0.01% 925
2015
Q1 		$2K Sell
50
-4
-7% -$161 ﹤0.01% 828
2014
Q4 		$2K Buy
54
+10
+23% +$382 ﹤0.01% 820
2014
Q3 		$2K Sell
44
-2
-4% -$72 ﹤0.01% 798
2014
Q2 		$2K Sell
46
-5
-10% -$179 ﹤0.01% 744
2014
Q1 		$2K Sell
51
-17
-25% -$572 ﹤0.01% 794
2013
Q4 		$2K Buy
68
+22
+48% +$694 ﹤0.01% 728
2013
Q3 		$1K Buy
+46
New +$1.47K ﹤0.01% 869

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Howe & Rusling's WR Position: Q2 2016 in Review

Howe & Rusling sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 18 shares — an estimated $1K sold.

Howe & Rusling first reported a position in WR in Q3 2013 and held it in 11 quarters. The position peaked at $2K in Q4 2015. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Howe & Rusling reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Howe & Rusling sold 18 Westar Energy Inc shares in Q2 2016, an estimated $1K.
  • Howe & Rusling first reported a position in Westar Energy Inc in Q3 2013 and held it in 11 quarters.
  • Howe & Rusling's Westar Energy Inc position peaked at $2K in Q4 2015.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Howe & Rusling's 13F filing for Q2 2016, filed 23 Aug 2016.