FIM
WR

Freedom Investment Management’s Westar Energy Inc WR Stock Holding History

Freedom Investment 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
2016
Q4 		– Sell
-3,986
Closed -$226K – 1104
2016
Q3 		$226K Sell
3,986
-157
-4% -$8.69K 0.01% 766
2016
Q2 		$232K Buy
+4,143
New +$219K 0.02% 703

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Freedom Investment Management's WR Position: Q4 2016 in Review

Freedom Investment Management sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 3,986 shares — an estimated $226K sold.

Freedom Investment Management first reported a position in WR in Q2 2016 and held it in 2 quarters. The position peaked at $232K in Q2 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Freedom Investment Management reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 3,986 Westar Energy Inc shares in Q4 2016, an estimated $226K.
  • Freedom Investment Management first reported a position in Westar Energy Inc in Q2 2016 and held it in 2 quarters.
  • Freedom Investment Management's Westar Energy Inc position peaked at $232K in Q2 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.