BRWA
WR

B. Riley Wealth Advisors’s Westar Energy Inc WR Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,500
Closed -$62K – 2729
2014
Q4 		$62K Buy
+1,500
New +$57.2K ﹤0.01% 1985
2014
Q3 		– Sell
-1,500
Closed -$57.3K – 2537
2014
Q2 		$57.3K Buy
+1,500
New +$53.7K 0.01% 977

Other funds holding WR

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JP Morgan Chase
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

B. Riley Wealth Advisors's WR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 1,500 shares — an estimated $62K sold.

B. Riley Wealth Advisors first reported a position in WR in Q2 2014 and held it in 2 quarters. The position peaked at $62K in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,500 Westar Energy Inc shares in Q1 2015, an estimated $62K.
  • B. Riley Wealth Advisors first reported a position in Westar Energy Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Westar Energy Inc position peaked at $62K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.