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First Personal Financial Services’s Westar Energy Inc WR Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-158
Closed -$7K – 426
2015
Q4 		$7K Buy
+158
New +$6.46K ﹤0.01% 323

Other funds holding WR

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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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

First Personal Financial Services's WR Position: Q1 2016 in Review

First Personal Financial Services sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 158 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in WR in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • First Personal Financial Services reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 158 Westar Energy Inc shares in Q1 2016, an estimated $7K.
  • First Personal Financial Services first reported a position in Westar Energy Inc in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's Westar Energy Inc position peaked at $7K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.