RCYC
WR

Richard C. Young & Co’s Westar Energy Inc WR Stock Holding History

Richard C. Young & Co’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
2015
Q4 		– Sell
-158,205
Closed -$6.08M – 84
2015
Q3 		$6.08M Sell
158,205
-78,859
-33% -$2.91M 1.5% 33
2015
Q2 		$8.11M Sell
237,064
-29,445
-11% -$1.08M 1.83% 22
2015
Q1 		$10.3M Sell
266,509
-50
-0% -$2.01K 2.26% 11
2014
Q4 		$11M Buy
266,559
+1,671
+0.6% +$63.8K 2.32% 8
2014
Q3 		$9.04M Buy
264,888
+1,181
+0.4% +$42.8K 1.93% 19
2014
Q2 		$10.1M Buy
263,707
+8,273
+3% +$296K 2.04% 12
2014
Q1 		$8.98M Buy
255,434
+8,351
+3% +$281K 1.91% 20
2013
Q4 		$7.95M Buy
247,083
+2,891
+1% +$91.2K 1.72% 29
2013
Q3 		$7.48M Buy
244,192
+3,961
+2% +$127K 1.7% 30
2013
Q2 		$7.68M Buy
+240,231
New +$7.89M 1.91% 24

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Richard C. Young & Co's WR Position: Q4 2015 in Review

Richard C. Young & Co sold out of Westar Energy Inc (WR) in Q4 2015, closing a stake of 158,205 shares — an estimated $6.08M sold.

Richard C. Young & Co first reported a position in WR in Q2 2013 and held it in 10 quarters. The position peaked at $11M in Q4 2014. 333 funds tracked by Wall St. Rank hold WR as of Q4 2015.

  • Richard C. Young & Co reported no remaining Westar Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Richard C. Young & Co sold 158,205 Westar Energy Inc shares in Q4 2015, an estimated $6.08M.
  • Richard C. Young & Co first reported a position in Westar Energy Inc in Q2 2013 and held it in 10 quarters.
  • Richard C. Young & Co's Westar Energy Inc position peaked at $11M in Q4 2014.
  • 333 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2015.

Based on Richard C. Young & Co's 13F filing for Q4 2015, filed 8 Feb 2016.