DADC
WR

D.A. Davidson & Co’s Westar Energy Inc WR Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-3,240
Closed -$171K – 2391
2017
Q2 		$171K Buy
3,240
+202
+7% +$10.7K ﹤0.01% 1030
2017
Q1 		$164K Sell
3,038
-99
-3% -$5.39K ﹤0.01% 1028
2016
Q4 		$176K Buy
3,137
+2
+0.1% +$114 ﹤0.01% 1059
2016
Q3 		$177K Buy
3,135
+1,606
+105% +$88.8K ﹤0.01% 995
2016
Q2 		$85K Buy
1,529
+102
+7% +$5.4K ﹤0.01% 1189
2016
Q1 		$70K Buy
1,427
+253
+22% +$11.3K ﹤0.01% 1263
2015
Q4 		$49K Buy
1,174
+4
+0.3% +$164 ﹤0.01% 1402
2015
Q3 		$44K Sell
1,170
-330
-22% -$12.2K ﹤0.01% 1432
2015
Q2 		$51K Buy
1,500
+336
+29% +$12.3K ﹤0.01% 1431
2015
Q1 		$45K Sell
1,164
-2,247
-66% -$90.3K ﹤0.01% 1472
2014
Q4 		$140K Sell
3,411
-77
-2% -$2.94K ﹤0.01% 995
2014
Q3 		$118K Sell
3,488
-426
-11% -$15.4K ﹤0.01% 1053
2014
Q2 		$149K Buy
3,914
+433
+12% +$15.5K 0.01% 997
2014
Q1 		$121K Buy
3,481
+586
+20% +$19.7K ﹤0.01% 1046
2013
Q4 		$92K Buy
2,895
+397
+16% +$12.5K ﹤0.01% 1102
2013
Q3 		$76K Hold
2,498
– – ﹤0.01% 1001
2013
Q2 		$79K Buy
+2,498
New +$82.1K ﹤0.01% 965

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.A. Davidson & Co's WR Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 3,240 shares — an estimated $171K sold.

D.A. Davidson & Co first reported a position in WR in Q2 2013 and held it in 17 quarters. The position peaked at $177K in Q3 2016. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 3,240 Westar Energy Inc shares in Q3 2017, an estimated $171K.
  • D.A. Davidson & Co first reported a position in Westar Energy Inc in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's Westar Energy Inc position peaked at $177K in Q3 2016.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.