TI
WR

Turner Investments’s Westar Energy Inc WR Stock Holding History

Turner Investments’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
-65,210
Closed -$2.23M – 590
2014
Q3 		$2.23M Hold
65,210
– – 0.13% 224
2014
Q2 		$2.49M Hold
65,210
– – 0.11% 243
2014
Q1 		$2.29M Buy
65,210
+15,260
+31% +$513K 0.06% 309
2013
Q4 		$1.61M Hold
49,950
– – 0.03% 432
2013
Q3 		$1.53M Sell
49,950
-103,830
-68% -$3.32M 0.03% 452
2013
Q2 		$4.91M Buy
+153,780
New +$5.05M 0.07% 304

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

Turner Investments's WR Position: Q4 2014 in Review

Turner Investments sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 65,210 shares — an estimated $2.23M sold.

Turner Investments first reported a position in WR in Q2 2013 and held it in 6 quarters. The position peaked at $4.91M in Q2 2013. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Turner Investments reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Turner Investments sold 65,210 Westar Energy Inc shares in Q4 2014, an estimated $2.23M.
  • Turner Investments first reported a position in Westar Energy Inc in Q2 2013 and held it in 6 quarters.
  • Turner Investments's Westar Energy Inc position peaked at $4.91M in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Turner Investments's 13F filing for Q4 2014, filed 12 Feb 2015.