LH
WR

Lebenthal Holdings’s Westar Energy Inc WR Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-5,637
Closed -$218K – 347
2015
Q1 		$218K Buy
+5,637
New +$227K 0.05% 277

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lebenthal Holdings's WR Position: Q2 2015 in Review

Lebenthal Holdings sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 5,637 shares — an estimated $218K sold.

Lebenthal Holdings first reported a position in WR in Q1 2015 and held it in 1 quarter. The position peaked at $218K in Q1 2015. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

  • Lebenthal Holdings reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
  • Lebenthal Holdings sold 5,637 Westar Energy Inc shares in Q2 2015, an estimated $218K.
  • Lebenthal Holdings first reported a position in Westar Energy Inc in Q1 2015 and held it in 1 quarter.
  • Lebenthal Holdings's Westar Energy Inc position peaked at $218K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on Lebenthal Holdings's 13F filing for Q2 2015, filed 4 Aug 2015.