SFPIA
WR

Stevens First Principles Investment Advisors’s Westar Energy Inc WR Stock Holding History

Stevens First Principles Investment Advisors’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
-4
Closed – – 254
2014
Q3 		$0 Hold
4
– – ﹤0.01% 254
2014
Q2 		$0 Buy
+4
New +$143 ﹤0.01% 237

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 $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 $3.37T AUM 44.26% 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

Stevens First Principles Investment Advisors's WR Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 4 shares.

Stevens First Principles Investment Advisors first reported a position in WR in Q2 2014 and held it in 2 quarters. The position peaked at $0 in Q3 2014. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Stevens First Principles Investment Advisors reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 4 Westar Energy Inc shares in Q4 2014.
  • Stevens First Principles Investment Advisors first reported a position in Westar Energy Inc in Q2 2014 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Westar Energy Inc position peaked at $0 in Q3 2014.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.