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

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 $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Princeton Alpha Management's WR Position: Q3 2016 in Review

Princeton Alpha Management sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 14,557 shares — an estimated $817K sold.

Princeton Alpha Management first reported a position in WR in Q4 2013 and held it in 4 quarters. The position peaked at $817K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

Princeton Alpha Management reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
Princeton Alpha Management sold 14,557 Westar Energy Inc shares in Q3 2016, an estimated $817K.
Princeton Alpha Management first reported a position in Westar Energy Inc in Q4 2013 and held it in 4 quarters.
Princeton Alpha Management's Westar Energy Inc position peaked at $817K in Q2 2016.
387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Princeton Alpha Management's 13F filing for Q3 2016, filed 10 Nov 2016.