Pineno Levin & Ford Asset Management’s Westar Energy Inc WR Stock Holding History

Pineno Levin & Ford 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 Q2	–	Sell	-81,670	Closed	-$4.05M	–	93
2016 Q1	$4.05M	Sell	81,670 -300	-0.4%	-$13.4K	2.16%	17
2015 Q4	$3.48M	Sell	81,970 -300	-0.4%	-$12.3K	1.85%	22
2015 Q3	$3.16M	Buy	82,270 +150	+0.2%	+$5.54K	1.78%	24
2015 Q2	$2.81M	Buy	82,120 +13,100	+19%	+$479K	1.46%	34
2015 Q1	$2.67M	Sell	69,020 -285	-0.4%	-$11.5K	1.4%	32
2014 Q4	$2.86M	Sell	69,305 -4,425	-6%	-$169K	1.69%	30
2014 Q3	$2.52M	Buy	73,730 +700	+1%	+$25.3K	1.44%	36
2014 Q2	$2.79M	Sell	73,030 -1,650	-2%	-$59.1K	1.56%	34
2014 Q1	$2.63M	Sell	74,680 -1,720	-2%	-$57.9K	1.59%	32
2013 Q4	$2.46M	Sell	76,400 -1,375	-2%	-$43.4K	1.49%	34
2013 Q3	$2.38M	Buy	77,775 +800	+1%	+$25.6K	1.62%	33
2013 Q2	$2.46M	Buy	+76,975	New	+$2.53M	1.76%	33

Other funds holding WR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Pineno Levin & Ford Asset Management's WR Position: Q2 2016 in Review

Pineno Levin & Ford Asset Management sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 81,670 shares — an estimated $4.05M sold.

Pineno Levin & Ford Asset Management first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $4.05M in Q1 2016. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

Pineno Levin & Ford Asset Management reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
Pineno Levin & Ford Asset Management sold 81,670 Westar Energy Inc shares in Q2 2016, an estimated $4.05M.
Pineno Levin & Ford Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
Pineno Levin & Ford Asset Management's Westar Energy Inc position peaked at $4.05M in Q1 2016.
406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q2 2016, filed 21 Jul 2016.