HWA
WR

Heritage Wealth Advisors’s Westar Energy Inc WR Stock Holding History

Heritage Wealth 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
-4,050
Closed -$227K – 99
2016
Q2 		$227K Hold
4,050
– – 0.15% 86
2016
Q1 		$200K Buy
+4,050
New +$181K 0.16% 83

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

Heritage Wealth Advisors's WR Position: Q3 2016 in Review

Heritage Wealth Advisors sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 4,050 shares — an estimated $227K sold.

Heritage Wealth Advisors first reported a position in WR in Q1 2016 and held it in 2 quarters. The position peaked at $227K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Heritage Wealth Advisors reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4,050 Westar Energy Inc shares in Q3 2016, an estimated $227K.
  • Heritage Wealth Advisors first reported a position in Westar Energy Inc in Q1 2016 and held it in 2 quarters.
  • Heritage Wealth Advisors's Westar Energy Inc position peaked at $227K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Heritage Wealth Advisors's 13F filing for Q3 2016, filed 28 Oct 2016.