NPC
WR

National Planning Corporation’s Westar Energy Inc WR Stock Holding History

National Planning Corporation’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
2015
Q3 		– Sell
-21,986
Closed -$842K – 685
2015
Q2 		$842K Buy
21,986
+1,045
+5% +$38.2K 0.08% 247
2015
Q1 		$776K Sell
20,941
-2,137
-9% -$85.9K 0.07% 251
2014
Q4 		$955K Buy
23,078
+3,514
+18% +$134K 0.07% 256
2014
Q3 		$669K Buy
19,564
+6,302
+48% +$228K 0.05% 332
2014
Q2 		$506K Buy
13,262
+4,861
+58% +$174K 0.04% 393
2014
Q1 		$291K Buy
+8,401
New +$283K 0.03% 550

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

National Planning Corporation's WR Position: Q3 2015 in Review

National Planning Corporation sold out of Westar Energy Inc (WR) in Q3 2015, closing a stake of 21,986 shares — an estimated $842K sold.

National Planning Corporation first reported a position in WR in Q1 2014 and held it in 6 quarters. The position peaked at $955K in Q4 2014. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

  • National Planning Corporation reported no remaining Westar Energy Inc position as of Q3 2015 after selling out during the quarter.
  • National Planning Corporation sold 21,986 Westar Energy Inc shares in Q3 2015, an estimated $842K.
  • National Planning Corporation first reported a position in Westar Energy Inc in Q1 2014 and held it in 6 quarters.
  • National Planning Corporation's Westar Energy Inc position peaked at $955K in Q4 2014.
  • 294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on National Planning Corporation's 13F filing for Q3 2015, filed 12 Nov 2015.