DIA
WR

Denver Investment Advisors’s Westar Energy Inc WR Stock Holding History

Denver Investment 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
2018
Q1 		$238K Hold
4,532
– – 0.01% 392
2017
Q4 		$239K Hold
4,532
– – 0.01% 396
2017
Q3 		$225K Sell
4,532
-200
-4% -$10.2K 0.01% 413
2017
Q2 		$251K Sell
4,732
-1,000
-17% -$53K 0.01% 407
2017
Q1 		$311K Hold
5,732
– – 0.01% 389
2016
Q4 		$323K Hold
5,732
– – 0.01% 402
2016
Q3 		$325K Hold
5,732
– – 0.01% 363
2016
Q2 		$322K Hold
5,732
– – 0.01% 372
2016
Q1 		$284K Hold
5,732
– – 0.01% 381
2015
Q4 		$243K Sell
5,732
-1,000
-15% -$40.9K 0.01% 419
2015
Q3 		$259K Hold
6,732
– – 0.01% 417
2015
Q2 		$230K Sell
6,732
-21,931
-77% -$802K 0.01% 466
2015
Q1 		$1.11M Sell
28,663
-18,421
-39% -$741K 0.04% 347
2014
Q4 		$1.94M Buy
47,084
+2,785
+6% +$106K 0.06% 278
2014
Q3 		$1.51M Buy
44,299
+1,581
+4% +$57.2K 0.05% 308
2014
Q2 		$1.63M Buy
42,718
+75
+0.2% +$2.69K 0.05% 319
2014
Q1 		$1.5M Buy
42,643
+1,913
+5% +$64.4K 0.04% 331
2013
Q4 		$1.31K Sell
40,730
-30
-0.1% -$947 0.04% 350
2013
Q3 		$1.25M Buy
40,760
+120
+0.3% +$3.83K 0.03% 381
2013
Q2 		$1.3M Buy
+40,640
New +$1.33M 0.03% 359

Other funds holding WR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Denver Investment Advisors's WR Position: Q1 2018 in Review

Denver Investment Advisors held its Westar Energy Inc (WR) position steady in Q1 2018 at 4,532 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #392.

Denver Investment Advisors first reported a position in WR in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.94M in Q4 2014. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Denver Investment Advisors held 4,532 shares of Westar Energy Inc worth $238K as of Q1 2018.
  • Denver Investment Advisors left its Westar Energy Inc share count unchanged in Q1 2018.
  • Westar Energy Inc made up 0.01% of Denver Investment Advisors's portfolio in Q1 2018, its #392 holding.
  • Denver Investment Advisors first reported a position in Westar Energy Inc in Q2 2013 and has held it in 20 quarters since.
  • Denver Investment Advisors's Westar Energy Inc position peaked at $1.94M in Q4 2014.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.