HWP
WR

Hefty Wealth Partners’s Westar Energy Inc WR Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$16K Hold
313
– – 0.01% 172
2017
Q4 		$17K Hold
313
– – 0.01% 173
2017
Q3 		$16K Sell
313
-289
-48% -$14.7K 0.01% 169
2017
Q2 		$31K Hold
602
– – 0.02% 139
2017
Q1 		$32K Hold
602
– – 0.02% 140
2016
Q4 		$33K Hold
602
– – 0.03% 132
2016
Q3 		$34K Buy
602
+289
+92% +$16K 0.03% 144
2016
Q2 		$17K Buy
+313
New +$16.6K 0.01% 132

Other funds holding WR

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hefty Wealth Partners's WR Position: Q1 2018 in Review

Hefty Wealth Partners held its Westar Energy Inc (WR) position steady in Q1 2018 at 313 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #172.

Hefty Wealth Partners first reported a position in WR in Q2 2016 and has held it in 8 quarters since. The position peaked at $34K in Q3 2016. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Hefty Wealth Partners held 313 shares of Westar Energy Inc worth $16K as of Q1 2018.
  • Hefty Wealth Partners left its Westar Energy Inc share count unchanged in Q1 2018.
  • Westar Energy Inc made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #172 holding.
  • Hefty Wealth Partners first reported a position in Westar Energy Inc in Q2 2016 and has held it in 8 quarters since.
  • Hefty Wealth Partners's Westar Energy Inc position peaked at $34K in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.