Atria Investments
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Atria Investments’s Westar Energy Inc WR Stock Holding History

Atria 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
2015
Q2 		– Sell
-6,375
Closed -$247K – 441
2015
Q1 		$247K Sell
6,375
-399
-6% -$16K 0.03% 357
2014
Q4 		$279K Buy
+6,774
New +$258K 0.03% 344

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BlackRock Institutional Trust
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State Street
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Franklin Resources
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Duff & Phelps Investment Management
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Deutsche Bank
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AllianceBernstein
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Atria Investments's WR Position: Q2 2015 in Review

Atria Investments sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 6,375 shares — an estimated $247K sold.

Atria Investments first reported a position in WR in Q4 2014 and held it in 2 quarters. The position peaked at $279K in Q4 2014. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

  • Atria Investments reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
  • Atria Investments sold 6,375 Westar Energy Inc shares in Q2 2015, an estimated $247K.
  • Atria Investments first reported a position in Westar Energy Inc in Q4 2014 and held it in 2 quarters.
  • Atria Investments's Westar Energy Inc position peaked at $279K in Q4 2014.
  • 298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on Atria Investments's 13F filing for Q2 2015, filed 3 Aug 2015.