MCM
WR

Maryland Capital Management’s Westar Energy Inc WR Stock Holding History

Maryland Capital 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
2013
Q4 		– Sell
-6,555
Closed -$201K – 233
2013
Q3 		$201K Hold
6,555
– – 0.03% 213
2013
Q2 		$209K Buy
+6,555
New +$215K 0.04% 202

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 $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maryland Capital Management's WR Position: Q4 2013 in Review

Maryland Capital Management sold out of Westar Energy Inc (WR) in Q4 2013, closing a stake of 6,555 shares — an estimated $201K sold.

Maryland Capital Management first reported a position in WR in Q2 2013 and held it in 2 quarters. The position peaked at $209K in Q2 2013. 299 funds tracked by Wall St. Rank hold WR as of Q4 2013.

  • Maryland Capital Management reported no remaining Westar Energy Inc position as of Q4 2013 after selling out during the quarter.
  • Maryland Capital Management sold 6,555 Westar Energy Inc shares in Q4 2013, an estimated $201K.
  • Maryland Capital Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 2 quarters.
  • Maryland Capital Management's Westar Energy Inc position peaked at $209K in Q2 2013.
  • 299 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2013.

Based on Maryland Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.