LSV Asset Management
WR

LSV Asset Management’s Westar Energy Inc WR Stock Holding History

LSV Asset 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
2016
Q3 		– Sell
-2,800
Closed -$157K – 1151
2016
Q2 		$157K Hold
2,800
– – ﹤0.01% 977
2016
Q1 		$138K Hold
2,800
– – ﹤0.01% 934
2015
Q4 		$118K Sell
2,800
-3,100
-53% -$127K ﹤0.01% 929
2015
Q3 		$226K Hold
5,900
– – ﹤0.01% 863
2015
Q2 		$201K Hold
5,900
– – ﹤0.01% 855
2015
Q1 		$228K Hold
5,900
– – ﹤0.01% 803
2014
Q4 		$243K Buy
5,900
+5,600
+1,867% +$214K ﹤0.01% 807
2014
Q3 		$10K Hold
300
– – ﹤0.01% 896
2014
Q2 		$11K Buy
+300
New +$10.7K ﹤0.01% 864

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

LSV Asset Management's WR Position: Q3 2016 in Review

LSV Asset Management sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 2,800 shares — an estimated $157K sold.

LSV Asset Management first reported a position in WR in Q2 2014 and held it in 9 quarters. The position peaked at $243K in Q4 2014. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • LSV Asset Management reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • LSV Asset Management sold 2,800 Westar Energy Inc shares in Q3 2016, an estimated $157K.
  • LSV Asset Management first reported a position in Westar Energy Inc in Q2 2014 and held it in 9 quarters.
  • LSV Asset Management's Westar Energy Inc position peaked at $243K in Q4 2014.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on LSV Asset Management's 13F filing for Q3 2016, filed 7 Nov 2016.