FIM
WR

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

Frontier 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
Q3 		– Sell
-68,510
Closed -$3.84M – 221
2016
Q2 		$3.84M Buy
68,510
+2,115
+3% +$112K 0.48% 61
2016
Q1 		$3.28M Buy
+66,395
New +$2.96M 0.44% 60
2015
Q3 		– Sell
-79,876
Closed -$2.73M – 205
2015
Q2 		$2.73M Buy
79,876
+2,219
+3% +$81.1K 0.32% 61
2015
Q1 		$2.92M Buy
77,657
+7,489
+11% +$301K 0.41% 59
2014
Q4 		$2.74M Buy
70,168
+3,629
+5% +$138K 0.46% 47
2014
Q3 		$2.27M Buy
66,539
+3,451
+5% +$125K 0.36% 58
2014
Q2 		$2.41M Buy
63,088
+6,685
+12% +$240K 0.38% 51
2014
Q1 		$1.98M Buy
56,403
+5,340
+10% +$180K 0.35% 53
2013
Q4 		$1.64M Sell
51,063
-2,515
-5% -$79.4K 0.31% 56
2013
Q3 		$1.64M Buy
53,578
+5,725
+12% +$183K 0.3% 53
2013
Q2 		$1.53M Buy
+47,853
New +$1.57M 0.31% 54

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

Frontier Investment Management's WR Position: Q3 2016 in Review

Frontier Investment Management sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 68,510 shares — an estimated $3.84M sold.

Frontier Investment Management first reported a position in WR in Q2 2013 and held it in 11 quarters. The position peaked at $3.84M in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Frontier Investment Management reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Frontier Investment Management sold 68,510 Westar Energy Inc shares in Q3 2016, an estimated $3.84M.
  • Frontier Investment Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 11 quarters.
  • Frontier Investment Management's Westar Energy Inc position peaked at $3.84M in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Frontier Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.