WT
WR

Wilmington Trust’s Westar Energy Inc WR Stock Holding History

Wilmington Trust’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
Q2 		$6.91M Buy
180,820
+918
+0.5% +$32.9K 0.12% 133
2014
Q1 		$6.33M Sell
179,902
-1,055
-0.6% -$35.5K 0.11% 133
2013
Q4 		$5.82M Sell
180,957
-2,663
-1% -$84K 0.1% 140
2013
Q3 		$5.63M Sell
183,620
-4,281
-2% -$137K 0.1% 136
2013
Q2 		$6.01M Buy
+187,901
New +$6.17M 0.12% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Trust's WR Position: Q2 2014 in Review

Wilmington Trust increased its Westar Energy Inc (WR) stake by 0.51% in Q2 2014, buying an estimated $32.9K and bringing the position to 180,820 shares worth $6.91M. The position accounts for 0.12% of the portfolio, ranked #133.

Wilmington Trust first reported a position in WR in Q2 2013 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold WR as of Q2 2014.

  • Wilmington Trust held 180,820 shares of Westar Energy Inc worth $6.91M as of Q2 2014.
  • Wilmington Trust bought 918 Westar Energy Inc shares in Q2 2014, an estimated $32.9K.
  • Westar Energy Inc made up 0.12% of Wilmington Trust's portfolio in Q2 2014, its #133 holding.
  • Wilmington Trust first reported a position in Westar Energy Inc in Q2 2013 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.