Sterling Capital Management’s Westar Energy Inc WR Stock Holding History

Sterling Capital 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 Q2	–	Sell	-12,934	Closed	-$642K	–	1041
2016 Q1	$642K	Buy	12,934 +1,262	+11%	+$56.3K	0.01%	663
2015 Q4	$495K	Hold	11,672	–	–	﹤0.01%	751
2015 Q3	$449K	Hold	11,672	–	–	﹤0.01%	789
2015 Q2	$399K	Sell	11,672 -40	-0.3%	-$1.46K	﹤0.01%	760
2015 Q1	$454K	Sell	11,712 -34,967	-75%	-$1.41M	﹤0.01%	721
2014 Q4	$1.93M	Sell	46,679 -6,902	-13%	-$263K	0.02%	408
2014 Q3	$1.83M	Buy	53,581 +1,286	+2%	+$46.6K	0.02%	399
2014 Q2	$2M	Buy	52,295 +6,302	+14%	+$226K	0.02%	349
2014 Q1	$1.62M	Buy	45,993 +33,836	+278%	+$1.14M	0.01%	404
2013 Q4	$391K	Buy	12,157 +1,113	+10%	+$35.1K	﹤0.01%	664
2013 Q3	$338K	Buy	11,044 +1,304	+13%	+$41.7K	﹤0.01%	545
2013 Q2	$311K	Buy	+9,740	New	+$320K	﹤0.01%	489

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Sterling Capital Management's WR Position: Q2 2016 in Review

Sterling Capital Management sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 12,934 shares — an estimated $642K sold.

Sterling Capital Management first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $2M in Q2 2014. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

Sterling Capital Management reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
Sterling Capital Management sold 12,934 Westar Energy Inc shares in Q2 2016, an estimated $642K.
Sterling Capital Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
Sterling Capital Management's Westar Energy Inc position peaked at $2M in Q2 2014.
406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Sterling Capital Management's 13F filing for Q2 2016, filed 19 Aug 2016.