Calton & Associates’s Westar Energy Inc WR Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-113	Closed	-$5K	–	1545
2017 Q4	$5K	Buy	+113	New	+$6.09K	﹤0.01%	1275

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Calton & Associates's WR Position: Q1 2018 in Review

Calton & Associates sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 113 shares — an estimated $5K sold.

Calton & Associates first reported a position in WR in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

Calton & Associates reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 113 Westar Energy Inc shares in Q1 2018, an estimated $5K.
Calton & Associates first reported a position in Westar Energy Inc in Q4 2017 and held it in 1 quarter.
Calton & Associates's Westar Energy Inc position peaked at $5K in Q4 2017.
371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.