SMG
WR

Spectrum Management Group’s Westar Energy Inc WR Stock Holding History

Spectrum Management Group’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
-1,140
Closed -$57K – 259
2016
Q1 		$57K Buy
+1,140
New +$50.8K 0.02% 126

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

Spectrum Management Group's WR Position: Q2 2016 in Review

Spectrum Management Group sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 1,140 shares — an estimated $57K sold.

Spectrum Management Group first reported a position in WR in Q1 2016 and held it in 1 quarter. The position peaked at $57K in Q1 2016. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Spectrum Management Group reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Spectrum Management Group sold 1,140 Westar Energy Inc shares in Q2 2016, an estimated $57K.
  • Spectrum Management Group first reported a position in Westar Energy Inc in Q1 2016 and held it in 1 quarter.
  • Spectrum Management Group's Westar Energy Inc position peaked at $57K in Q1 2016.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Spectrum Management Group's 13F filing for Q2 2016, filed 28 Jul 2016.