CWM
WR

Concert Wealth Management’s Westar Energy Inc WR Stock Holding History

Concert Wealth Management’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
-5,314
Closed -$302K – 1020
2016
Q3 		$302K Buy
5,314
+1,004
+23% +$55.5K 0.04% 494
2016
Q2 		$242K Buy
4,310
+110
+3% +$5.82K 0.03% 534
2016
Q1 		$210K Buy
+4,200
New +$187K 0.03% 576

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 $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Concert Wealth Management's WR Position: Q4 2016 in Review

Concert Wealth Management sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 5,314 shares — an estimated $302K sold.

Concert Wealth Management first reported a position in WR in Q1 2016 and held it in 3 quarters. The position peaked at $302K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Concert Wealth Management reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,314 Westar Energy Inc shares in Q4 2016, an estimated $302K.
  • Concert Wealth Management first reported a position in Westar Energy Inc in Q1 2016 and held it in 3 quarters.
  • Concert Wealth Management's Westar Energy Inc position peaked at $302K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.