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

NorthCoast 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
-13,809
Closed -$775K – 218
2016
Q2 		$775K Buy
+13,809
New +$731K 0.05% 145

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State Street
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BlackRock Institutional Trust
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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

NorthCoast Asset Management sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 13,809 shares — an estimated $775K sold.

NorthCoast Asset Management first reported a position in WR in Q2 2016 and held it in 1 quarter. The position peaked at $775K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • NorthCoast Asset Management reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • NorthCoast Asset Management sold 13,809 Westar Energy Inc shares in Q3 2016, an estimated $775K.
  • NorthCoast Asset Management first reported a position in Westar Energy Inc in Q2 2016 and held it in 1 quarter.
  • NorthCoast Asset Management's Westar Energy Inc position peaked at $775K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on NorthCoast Asset Management's 13F filing for Q3 2016, filed 9 Nov 2016.