LI
WR

LMCG Investments’s Westar Energy Inc WR Stock Holding History

LMCG Investments’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
2013
Q3 		– Sell
-232,481
Closed -$7.43M – 508
2013
Q2 		$7.43M Buy
+232,481
New +$7.64M 0.19% 180

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

LMCG Investments's WR Position: Q3 2013 in Review

LMCG Investments sold out of Westar Energy Inc (WR) in Q3 2013, closing a stake of 232,481 shares — an estimated $7.43M sold.

LMCG Investments first reported a position in WR in Q2 2013 and held it in 1 quarter. The position peaked at $7.43M in Q2 2013. 292 funds tracked by Wall St. Rank hold WR as of Q3 2013.

  • LMCG Investments reported no remaining Westar Energy Inc position as of Q3 2013 after selling out during the quarter.
  • LMCG Investments sold 232,481 Westar Energy Inc shares in Q3 2013, an estimated $7.43M.
  • LMCG Investments first reported a position in Westar Energy Inc in Q2 2013 and held it in 1 quarter.
  • LMCG Investments's Westar Energy Inc position peaked at $7.43M in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2013.

Based on LMCG Investments's 13F filing for Q3 2013, filed 16 Oct 2013.