FC
WR

FIC Capital’s Westar Energy Inc WR Stock Holding History

FIC Capital’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
-3,660
Closed -$205K – 125
2016
Q2 		$205K Sell
3,660
-3,450
-49% -$183K 0.1% 114
2016
Q1 		$353K Buy
+7,110
New +$317K 0.17% 88
2015
Q1 		– Sell
-4,900
Closed -$202K – 138
2014
Q4 		$202K Buy
+4,900
New +$187K 0.08% 126
2014
Q2 		– Sell
-7,000
Closed -$225K – 149
2014
Q1 		$225K Hold
7,000
– – 0.09% 133
2013
Q4 		$225K Sell
7,000
-400
-5% -$12.6K 0.1% 141
2013
Q3 		$227K Hold
7,400
– – 0.12% 135
2013
Q2 		$237K Buy
+7,400
New +$243K 0.15% 119

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

FIC Capital's WR Position: Q3 2016 in Review

FIC Capital sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 3,660 shares — an estimated $205K sold.

FIC Capital first reported a position in WR in Q2 2013 and held it in 7 quarters. The position peaked at $353K in Q1 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • FIC Capital reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • FIC Capital sold 3,660 Westar Energy Inc shares in Q3 2016, an estimated $205K.
  • FIC Capital first reported a position in Westar Energy Inc in Q2 2013 and held it in 7 quarters.
  • FIC Capital's Westar Energy Inc position peaked at $353K in Q1 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on FIC Capital's 13F filing for Q3 2016, filed 14 Nov 2016.