MPM
WR

Meritage Portfolio Management’s Westar Energy Inc WR Stock Holding History

Meritage Portfolio 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
Q2 		– Sell
-107,626
Closed -$5.34M – 210
2016
Q1 		$5.34M Sell
107,626
-800
-0.7% -$35.7K 0.6% 65
2015
Q4 		$4.6M Sell
108,426
-4,099
-4% -$168K 0.52% 91
2015
Q3 		$4.33M Sell
112,525
-12,400
-10% -$458K 0.5% 95
2015
Q2 		$4.28M Sell
124,925
-1,230
-1% -$45K 0.45% 132
2015
Q1 		$4.89M Buy
126,155
+7,775
+7% +$313K 0.49% 108
2014
Q4 		$4.88M Buy
118,380
+4,010
+4% +$153K 0.52% 87
2014
Q3 		$3.9M Buy
114,370
+1,930
+2% +$69.9K 0.44% 130
2014
Q2 		$4.29M Buy
112,440
+6,790
+6% +$243K 0.47% 124
2014
Q1 		$3.71M Buy
+105,650
New +$3.55M 0.45% 130

Other funds holding WR

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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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return