BDF
WR

Balasa Dinverno & Foltz’s Westar Energy Inc WR Stock Holding History

Balasa Dinverno & Foltz’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
Q4 		– Sell
-3,605
Closed -$205K – 200
2016
Q3 		$205K Sell
3,605
-603
-14% -$33.4K 0.04% 173
2016
Q2 		$236K Buy
+4,208
New +$223K 0.04% 157

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Balasa Dinverno & Foltz's WR Position: Q4 2016 in Review

Balasa Dinverno & Foltz sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 3,605 shares — an estimated $205K sold.

Balasa Dinverno & Foltz first reported a position in WR in Q2 2016 and held it in 2 quarters. The position peaked at $236K in Q2 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Balasa Dinverno & Foltz reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 3,605 Westar Energy Inc shares in Q4 2016, an estimated $205K.
  • Balasa Dinverno & Foltz first reported a position in Westar Energy Inc in Q2 2016 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Westar Energy Inc position peaked at $236K in Q2 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2016, filed 8 Feb 2017.