Zacks Investment Management’s Westar Energy Inc WR Stock Holding History

Zacks Investment 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
2015 Q2	–	Sell	-119,779	Closed	-$4.64M	–	797
2015 Q1	$4.64M	Sell	119,779 -6,349	-5%	-$255K	0.15%	140
2014 Q4	$5.2M	Sell	126,128 -9,116	-7%	-$348K	0.17%	134
2014 Q3	$4.62M	Sell	135,244 -83,088	-38%	-$3.01M	0.16%	130
2014 Q2	$8.36M	Sell	218,332 -6,130	-3%	-$220K	0.3%	105
2014 Q1	$7.89M	Sell	224,462 -3,118	-1%	-$105K	0.29%	115
2013 Q4	$7.32M	Sell	227,580 -18,952	-8%	-$598K	0.29%	120
2013 Q3	$7.56M	Sell	246,532 -17,306	-7%	-$553K	0.33%	118
2013 Q2	$8.43M	Buy	+263,838	New	+$8.67M	0.39%	102

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Zacks Investment Management's WR Position: Q2 2015 in Review

Zacks Investment Management sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 119,779 shares — an estimated $4.64M sold.

Zacks Investment Management first reported a position in WR in Q2 2013 and held it in 8 quarters. The position peaked at $8.43M in Q2 2013. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

Zacks Investment Management reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
Zacks Investment Management sold 119,779 Westar Energy Inc shares in Q2 2015, an estimated $4.64M.
Zacks Investment Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 8 quarters.
Zacks Investment Management's Westar Energy Inc position peaked at $8.43M in Q2 2013.
298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.