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Private Trust Company’s Westar Energy Inc WR Stock Holding History

Private Trust Company’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
-244
Closed -$8K – 1754
2014
Q3 		$8K Sell
244
-154
-39% -$5.58K ﹤0.01% 1195
2014
Q2 		$15K Sell
398
-2
-0.5% -$72 ﹤0.01% 948
2014
Q1 		$14K Buy
400
+22
+6% +$740 0.01% 859
2013
Q4 		$12K Hold
378
– – ﹤0.01% 897
2013
Q3 		$12K Sell
378
-3
-0.8% -$96 0.01% 866
2013
Q2 		$12K Buy
+381
New +$12.5K 0.01% 813

Other funds holding WR

Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 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 $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Private Trust Company's WR Position: Q4 2014 in Review

Private Trust Company sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 244 shares — an estimated $8K sold.

Private Trust Company first reported a position in WR in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q2 2014. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Private Trust Company reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 244 Westar Energy Inc shares in Q4 2014, an estimated $8K.
  • Private Trust Company first reported a position in Westar Energy Inc in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Westar Energy Inc position peaked at $15K in Q2 2014.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.