OA
WR

OFI Advisors’s Westar Energy Inc WR Stock Holding History

OFI Advisors’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 		$473K Sell
12,312
-14,690
-54% -$542K 0.03% 731
2015
Q2 		$924K Buy
27,002
+5,928
+28% +$217K 0.05% 430
2015
Q1 		$817K Buy
21,074
+11,029
+110% +$443K 0.05% 474
2014
Q4 		$414K Sell
10,045
-6,257
-38% -$239K 0.03% 803
2014
Q3 		$556K Buy
16,302
+1,905
+13% +$69K 0.04% 568
2014
Q2 		$550K Buy
14,397
+2,282
+19% +$81.8K 0.04% 581
2014
Q1 		$426K Buy
12,115
+807
+7% +$27.2K 0.03% 674
2013
Q4 		$364K Buy
11,308
+2,668
+31% +$84.2K 0.03% 731
2013
Q3 		$265K Buy
8,640
+705
+9% +$22.5K 0.03% 805
2013
Q2 		$254K Buy
+7,935
New +$261K 0.03% 731

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

OFI Advisors's WR Position: Q3 2015 in Review

OFI Advisors reduced its Westar Energy Inc (WR) stake by 54% in Q3 2015, selling an estimated $542K and leaving 12,312 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #731.

OFI Advisors first reported a position in WR in Q2 2013 and has held it in 10 quarters since. The position peaked at $924K in Q2 2015. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

  • OFI Advisors held 12,312 shares of Westar Energy Inc worth $473K as of Q3 2015.
  • OFI Advisors sold 14,690 Westar Energy Inc shares in Q3 2015, an estimated $542K.
  • Westar Energy Inc made up 0.03% of OFI Advisors's portfolio in Q3 2015, its #731 holding.
  • OFI Advisors first reported a position in Westar Energy Inc in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Westar Energy Inc position peaked at $924K in Q2 2015.
  • 294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.