TCM
WR

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

Tributary 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
-127,051
Closed -$6.3M – 200
2016
Q1 		$6.3M Sell
127,051
-55,874
-31% -$2.49M 0.99% 36
2015
Q4 		$7.76M Sell
182,925
-2,710
-1% -$111K 1.28% 14
2015
Q3 		$7.14M Buy
185,635
+1,278
+0.7% +$47.2K 1.19% 18
2015
Q2 		$6.31M Buy
184,357
+4,512
+3% +$165K 0.98% 31
2015
Q1 		$6.97M Buy
179,845
+12,017
+7% +$483K 1.09% 20
2014
Q4 		$6.92M Buy
167,828
+10,987
+7% +$419K 1.17% 13
2014
Q3 		$5.35M Buy
156,841
+8,865
+6% +$321K 1.12% 6
2014
Q2 		$5.65M Buy
147,976
+1,257
+0.9% +$45K 1.13% 7
2014
Q1 		$5.16M Sell
146,719
-556
-0.4% -$18.7K 1.08% 7
2013
Q4 		$4.74M Sell
147,275
-444
-0.3% -$14K 0.94% 18
2013
Q3 		$4.53M Buy
147,719
+15,323
+12% +$490K 0.93% 18
2013
Q2 		$4.23M Buy
+132,396
New +$4.35M 0.69% 32

Other funds holding WR

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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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return