CA
WR

Cetera Advisors’s Westar Energy Inc WR Stock Holding History

Cetera Advisors’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
Q3 		– Sell
-28,453
Closed -$1.59M – 849
2016
Q2 		$1.59M Sell
28,453
-2,846
-9% -$151K 0.12% 176
2016
Q1 		$1.56M Sell
31,299
-2,122
-6% -$94.6K 0.13% 172
2015
Q4 		$1.42M Sell
33,421
-2,242
-6% -$91.7K 0.12% 188
2015
Q3 		$1.37M Sell
35,663
-582
-2% -$21.5K 0.13% 176
2015
Q2 		$1.23M Sell
36,245
-1,763
-5% -$64.5K 0.11% 211
2015
Q1 		$1.47M Sell
38,008
-804
-2% -$32.3K 0.14% 181
2014
Q4 		$1.6M Sell
38,812
-3,654
-9% -$139K 0.16% 164
2014
Q3 		$1.44M Buy
42,466
+4,273
+11% +$155K 0.11% 165
2014
Q2 		$1.46M Buy
+38,193
New +$1.37M 0.16% 161

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cetera Advisors's WR Position: Q3 2016 in Review

Cetera Advisors sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 28,453 shares — an estimated $1.59M sold.

Cetera Advisors first reported a position in WR in Q2 2014 and held it in 9 quarters. The position peaked at $1.6M in Q4 2014. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Cetera Advisors reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Cetera Advisors sold 28,453 Westar Energy Inc shares in Q3 2016, an estimated $1.59M.
  • Cetera Advisors first reported a position in Westar Energy Inc in Q2 2014 and held it in 9 quarters.
  • Cetera Advisors's Westar Energy Inc position peaked at $1.6M in Q4 2014.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Cetera Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.