Loomis, Sayles & Company
WR

Loomis, Sayles & Company’s Westar Energy Inc WR Stock Holding History

Loomis, Sayles & Company’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
-214
Closed -$11K – 1195
2016
Q1 		$11K Buy
+214
New +$9.54K ﹤0.01% 819

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

Loomis, Sayles & Company's WR Position: Q2 2016 in Review

Loomis, Sayles & Company sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 214 shares — an estimated $11K sold.

Loomis, Sayles & Company first reported a position in WR in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Loomis, Sayles & Company reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 214 Westar Energy Inc shares in Q2 2016, an estimated $11K.
  • Loomis, Sayles & Company first reported a position in Westar Energy Inc in Q1 2016 and held it in 1 quarter.
  • Loomis, Sayles & Company's Westar Energy Inc position peaked at $11K in Q1 2016.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Loomis, Sayles & Company's 13F filing for Q2 2016, filed 12 Aug 2016.