PSI
WR

Pinnacle Summer Investments’s Westar Energy Inc WR Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-57
Closed -$2K – 1156
2014
Q3 		$2K Hold
57
– – ﹤0.01% 1006
2014
Q2 		$2K Hold
57
– – ﹤0.01% 949
2014
Q1 		$2K Hold
57
– – ﹤0.01% 913
2013
Q4 		$2K Hold
57
– – ﹤0.01% 906
2013
Q3 		$2K Buy
+57
New +$1.82K ﹤0.01% 880

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pinnacle Summer Investments's WR Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 57 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in WR in Q3 2013 and held it in 5 quarters. The position peaked at $2K in Q3 2014. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 57 Westar Energy Inc shares in Q4 2014, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in Westar Energy Inc in Q3 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's Westar Energy Inc position peaked at $2K in Q3 2014.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.