PAM
WR

Princeton Alpha Management’s Westar Energy Inc WR Stock Holding History

Princeton Alpha 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
-14,557
Closed -$817K – 1077
2016
Q2 		$817K Buy
+14,557
New +$770K 0.15% 219
2014
Q3 		– Sell
-5,871
Closed -$224K – 975
2014
Q2 		$224K Sell
5,871
-670
-10% -$24K 0.05% 548
2014
Q1 		$230K Sell
6,541
-1,633
-20% -$54.9K 0.07% 460
2013
Q4 		$263K Buy
+8,174
New +$258K 0.19% 228

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State Street
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BIT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return