JIM
WR

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

Jupiter 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
Q1 		– Sell
-149,685
Closed -$6.17M – 472
2014
Q4 		$6.17M Sell
149,685
-85,265
-36% -$3.25M 0.22% 112
2014
Q3 		$8.02M Buy
234,950
+61,125
+35% +$2.21M 0.4% 72
2014
Q2 		$6.64M Buy
173,825
+32,709
+23% +$1.17M 0.37% 83
2014
Q1 		$4.96M Buy
141,116
+116,053
+463% +$3.9M 0.34% 94
2013
Q4 		$806K Buy
+25,063
New +$791K 0.07% 246

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
Franklin Resources
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
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

Jupiter Investment Management's WR Position: Q1 2015 in Review

Jupiter Investment Management sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 149,685 shares — an estimated $6.17M sold.

Jupiter Investment Management first reported a position in WR in Q4 2013 and held it in 5 quarters. The position peaked at $8.02M in Q3 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Jupiter Investment Management reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Jupiter Investment Management sold 149,685 Westar Energy Inc shares in Q1 2015, an estimated $6.17M.
  • Jupiter Investment Management first reported a position in Westar Energy Inc in Q4 2013 and held it in 5 quarters.
  • Jupiter Investment Management's Westar Energy Inc position peaked at $8.02M in Q3 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Jupiter Investment Management's 13F filing for Q1 2015, filed 13 May 2015.