PMAM
WR

Picton Mahoney Asset Management’s Westar Energy Inc WR Stock Holding History

Picton Mahoney 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
2014
Q1 		– Sell
-192,400
Closed -$6.19M – 448
2013
Q4 		$6.19M Sell
192,400
-14,000
-7% -$442K 0.36% 95
2013
Q3 		$6.33M Sell
206,400
-34,600
-14% -$1.11M 0.42% 82
2013
Q2 		$7.7M Buy
+241,000
New +$7.92M 0.57% 67

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Picton Mahoney Asset Management's WR Position: Q1 2014 in Review

Picton Mahoney Asset Management sold out of Westar Energy Inc (WR) in Q1 2014, closing a stake of 192,400 shares — an estimated $6.19M sold.

Picton Mahoney Asset Management first reported a position in WR in Q2 2013 and held it in 3 quarters. The position peaked at $7.7M in Q2 2013. 312 funds tracked by Wall St. Rank hold WR as of Q1 2014.

  • Picton Mahoney Asset Management reported no remaining Westar Energy Inc position as of Q1 2014 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 192,400 Westar Energy Inc shares in Q1 2014, an estimated $6.19M.
  • Picton Mahoney Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Westar Energy Inc position peaked at $7.7M in Q2 2013.
  • 312 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2014.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2014, filed 5 May 2014.