U
WR

UBS’s Westar Energy Inc WR Stock Holding History

UBS’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
2013
Q4 		– Sell
-100
Closed -$3K – 11455
2013
Q3 		$3K Buy
+100
New +$3.2K ﹤0.01% 9896

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 $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's WR Position: Q3 2014 in Review

UBS increased its Westar Energy Inc (WR) stake by 20% in Q3 2014, buying an estimated $727K and bringing the position to 119,038 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

UBS first reported a position in WR in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.51M in Q4 2013. 321 funds tracked by Wall St. Rank hold WR as of Q3 2014.

  • UBS held 119,038 shares of Westar Energy Inc worth $4.06M as of Q3 2014.
  • UBS bought 20,069 Westar Energy Inc shares in Q3 2014, an estimated $727K.
  • Westar Energy Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2226 holding.
  • UBS first reported a position in Westar Energy Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's Westar Energy Inc position peaked at $5.51M in Q4 2013.
  • 321 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.