EWM
WR

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

Elite 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
2014
Q4 		– Sell
-100
Closed -$3K – 638
2014
Q3 		$3K Hold
100
– – ﹤0.01% 463
2014
Q2 		$4K Hold
100
– – ﹤0.01% 345
2014
Q1 		$4K Sell
100
-350
-78% -$11.8K ﹤0.01% 291
2013
Q4 		$14K Buy
+450
New +$14.2K 0.01% 324

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Elite Wealth Management's WR Position: Q4 2014 in Review

Elite Wealth Management sold out of Westar Energy Inc (WR) in Q4 2014, closing a stake of 100 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in WR in Q4 2013 and held it in 4 quarters. The position peaked at $14K in Q4 2013. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • Elite Wealth Management reported no remaining Westar Energy Inc position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 100 Westar Energy Inc shares in Q4 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Westar Energy Inc in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's Westar Energy Inc position peaked at $14K in Q4 2013.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.