CFA
WR

Carroll Financial Associates’s Westar Energy Inc WR Stock Holding History

Carroll Financial 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
2016
Q1 		– Sell
-118
Closed -$5K – 1305
2015
Q4 		$5K Buy
+118
New +$4.82K ﹤0.01% 891

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Carroll Financial Associates's WR Position: Q1 2016 in Review

Carroll Financial Associates sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 118 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in WR in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Carroll Financial Associates reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 118 Westar Energy Inc shares in Q1 2016, an estimated $5K.
  • Carroll Financial Associates first reported a position in Westar Energy Inc in Q4 2015 and held it in 1 quarter.
  • Carroll Financial Associates's Westar Energy Inc position peaked at $5K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Carroll Financial Associates's 13F filing for Q1 2016, filed 20 Apr 2016.