GA
WR

Geller Advisors’s Westar Energy Inc WR Stock Holding History

Geller Advisors’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
-4,500
Closed -$252K – 28
2016
Q2 		$252K Hold
4,500
– – 0.15% 21
2016
Q1 		$223K Buy
+4,500
New +$201K 0.13% 24

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

Geller Advisors's WR Position: Q3 2016 in Review

Geller Advisors sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 4,500 shares — an estimated $252K sold.

Geller Advisors first reported a position in WR in Q1 2016 and held it in 2 quarters. The position peaked at $252K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Geller Advisors reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Geller Advisors sold 4,500 Westar Energy Inc shares in Q3 2016, an estimated $252K.
  • Geller Advisors first reported a position in Westar Energy Inc in Q1 2016 and held it in 2 quarters.
  • Geller Advisors's Westar Energy Inc position peaked at $252K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Geller Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.