NSIM
WR

North Star Investment Management’s Westar Energy Inc WR Stock Holding History

North Star Investment 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
-50
Closed -$2K – 849
2016
Q1 		$2K Sell
50
-50
-50% -$2.23K ﹤0.01% 726
2015
Q4 		$4K Hold
100
– – ﹤0.01% 693
2015
Q3 		$4K Hold
100
– – ﹤0.01% 772
2015
Q2 		$3K Hold
100
– – ﹤0.01% 774
2015
Q1 		$4K Hold
100
– – ﹤0.01% 737
2014
Q4 		$4K Hold
100
– – ﹤0.01% 734
2014
Q3 		$3K Hold
100
– – ﹤0.01% 610
2014
Q2 		$4K Hold
100
– – ﹤0.01% 642
2014
Q1 		$4K Buy
+100
New +$3.37K ﹤0.01% 620

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 $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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

North Star Investment Management's WR Position: Q2 2016 in Review

North Star Investment Management sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 50 shares — an estimated $2K sold.

North Star Investment Management first reported a position in WR in Q1 2014 and held it in 9 quarters. The position peaked at $4K in Q4 2015. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • North Star Investment Management reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • North Star Investment Management sold 50 Westar Energy Inc shares in Q2 2016, an estimated $2K.
  • North Star Investment Management first reported a position in Westar Energy Inc in Q1 2014 and held it in 9 quarters.
  • North Star Investment Management's Westar Energy Inc position peaked at $4K in Q4 2015.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on North Star Investment Management's 13F filing for Q2 2016, filed 12 Jul 2016.