RJT
WR

Raymond James Trust’s Westar Energy Inc WR Stock Holding History

Raymond James Trust’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
-4,833
Closed -$240K – 713
2016
Q1 		$240K Buy
+4,833
New +$216K 0.02% 526

Other funds holding WR

Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Raymond James Trust's WR Position: Q2 2016 in Review

Raymond James Trust sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 4,833 shares — an estimated $240K sold.

Raymond James Trust first reported a position in WR in Q1 2016 and held it in 1 quarter. The position peaked at $240K in Q1 2016. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Raymond James Trust reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Raymond James Trust sold 4,833 Westar Energy Inc shares in Q2 2016, an estimated $240K.
  • Raymond James Trust first reported a position in Westar Energy Inc in Q1 2016 and held it in 1 quarter.
  • Raymond James Trust's Westar Energy Inc position peaked at $240K in Q1 2016.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Raymond James Trust's 13F filing for Q2 2016, filed 7 Jul 2016.