BRWM
WR

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

B. Riley Wealth 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
Q3 		– Sell
-100
Closed -$3K – 1031
2015
Q2 		$3K Hold
100
– – ﹤0.01% 953
2015
Q1 		$3K Hold
100
– – ﹤0.01% 954
2014
Q4 		$4K Hold
100
– – ﹤0.01% 895
2014
Q3 		$3K Hold
100
– – ﹤0.01% 973
2014
Q2 		$3K Hold
100
– – ﹤0.01% 1020
2014
Q1 		$4K Buy
+100
New +$3.37K ﹤0.01% 942

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

B. Riley Wealth Management's WR Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Westar Energy Inc (WR) in Q3 2015, closing a stake of 100 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in WR in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q4 2014. 294 funds tracked by Wall St. Rank hold WR as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Westar Energy Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 Westar Energy Inc shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in Westar Energy Inc in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Westar Energy Inc position peaked at $4K in Q4 2014.
  • 294 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.