Genovese Burford & Brothers Wealth & Retirement Plan Management’s Westar Energy Inc WR Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q1	–	Sell	-112	Closed	-$7K	–	531
2016 Q4	$7K	Hold	112	–	–	﹤0.01%	366
2016 Q3	$6K	Sell	112 -3,000	-96%	-$166K	﹤0.01%	340
2016 Q2	$174K	Buy	3,112 +112	+4%	+$5.93K	0.07%	64
2016 Q1	$148K	Hold	3,000	–	–	0.07%	66
2015 Q4	$127K	Buy	+3,000	New	+$123K	0.06%	76

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WR Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 112 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WR in Q4 2015 and held it in 5 quarters. The position peaked at $174K in Q2 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 112 Westar Energy Inc shares in Q1 2017, an estimated $7K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Westar Energy Inc in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Westar Energy Inc position peaked at $174K in Q2 2016.
383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.