IMA Advisory Services’s Westar Energy Inc WR Stock Holding History

IMA Advisory Services’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
2015 Q1	–	Sell	-33,350	Closed	-$1.38M	–	163
2014 Q4	$1.38M	Sell	33,350 -4,950	-13%	-$189K	0.71%	47
2014 Q3	$1.31M	Buy	38,300 +4,350	+13%	+$157K	0.62%	50
2014 Q2	$1.3M	Sell	33,950 -5,380	-14%	-$193K	0.59%	52
2014 Q1	$1.38M	Sell	39,330 -1,480	-4%	-$49.8K	0.65%	50
2013 Q4	$1.31M	Buy	40,810 +5,360	+15%	+$169K	0.62%	53
2013 Q3	$1.09M	Buy	+35,450	New	+$1.13M	0.53%	59

Other funds holding WR

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

IMA Advisory Services's WR Position: Q1 2015 in Review

IMA Advisory Services sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 33,350 shares — an estimated $1.38M sold.

IMA Advisory Services first reported a position in WR in Q3 2013 and held it in 6 quarters. The position peaked at $1.38M in Q1 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

IMA Advisory Services reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
IMA Advisory Services sold 33,350 Westar Energy Inc shares in Q1 2015, an estimated $1.38M.
IMA Advisory Services first reported a position in Westar Energy Inc in Q3 2013 and held it in 6 quarters.
IMA Advisory Services's Westar Energy Inc position peaked at $1.38M in Q1 2014.
309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on IMA Advisory Services's 13F filing for Q1 2015, filed 14 Apr 2015.