GF
WR

Gerstein Fisher’s Westar Energy Inc WR Stock Holding History

Gerstein Fisher’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 		$351K Sell
6,177
-78
-1% -$4.32K 0.04% 303
2016
Q2 		$351K Buy
6,255
+38
+0.6% +$2.01K 0.05% 282
2016
Q1 		$308K Sell
6,217
-77
-1% -$3.43K 0.04% 300
2015
Q4 		$267K Sell
6,294
-344
-5% -$14.1K 0.04% 326
2015
Q3 		$255K Buy
6,638
+385
+6% +$14.2K 0.04% 339
2015
Q2 		$214K Buy
6,253
+491
+9% +$18K 0.03% 376
2015
Q1 		$223K Buy
5,762
+213
+4% +$8.56K 0.04% 372
2014
Q4 		$229K Buy
+5,549
New +$212K 0.04% 346
2014
Q3 		– Sell
-7,161
Closed -$273K – 414
2014
Q2 		$273K Buy
7,161
+830
+13% +$29.7K 0.05% 267
2014
Q1 		$223K Buy
+6,331
New +$213K 0.04% 301

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

Gerstein Fisher's WR Position: Q3 2016 in Review

Gerstein Fisher reduced its Westar Energy Inc (WR) stake by 1.2% in Q3 2016, selling an estimated $4.32K and leaving 6,177 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #303.

Gerstein Fisher first reported a position in WR in Q1 2014 and has held it in 10 quarters since. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Gerstein Fisher held 6,177 shares of Westar Energy Inc worth $351K as of Q3 2016.
  • Gerstein Fisher sold 78 Westar Energy Inc shares in Q3 2016, an estimated $4.32K.
  • Westar Energy Inc made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #303 holding.
  • Gerstein Fisher first reported a position in Westar Energy Inc in Q1 2014 and has held it in 10 quarters since.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.