BCI
WR

Brinker Capital Investments’s Westar Energy Inc WR Stock Holding History

Brinker Capital 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
2016
Q4 		– Sell
-1
Closed – – 723
2016
Q3 		$0 Buy
+1
New +$55 ﹤0.01% 686
2016
Q1 		– Sell
-2
Closed – – 787
2015
Q4 		$0 Buy
+2
New +$82 ﹤0.01% 815

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

Brinker Capital Investments's WR Position: Q4 2016 in Review

Brinker Capital Investments sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 1 share.

Brinker Capital Investments first reported a position in WR in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Brinker Capital Investments reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Brinker Capital Investments sold 1 Westar Energy Inc share in Q4 2016.
  • Brinker Capital Investments first reported a position in Westar Energy Inc in Q4 2015 and held it in 2 quarters.
  • Brinker Capital Investments's Westar Energy Inc position peaked at $0 in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Brinker Capital Investments's 13F filing for Q4 2016, filed 8 Feb 2017.