AWMS
WR icon

Advocacy Wealth Management Services’s Westar Energy Inc WR Stock Holding History

Advocacy Wealth Management Services’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
Q1 		– Sell
-100
Closed -$4K – 591
2015
Q4 		$4K Buy
+100
New +$4.09K ﹤0.01% 455
2013
Q3 		$29K Sell
950
-100
-10% -$3.2K 0.08% 149
2013
Q2 		$34K Buy
+1,050
New +$34.5K 0.14% 103

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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Advocacy Wealth Management Services's WR Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 100 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in WR in Q2 2013 and held it in 3 quarters. The position peaked at $34K in Q2 2013. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 Westar Energy Inc shares in Q1 2016, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Westar Energy Inc in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Westar Energy Inc position peaked at $34K in Q2 2013.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.