IPC
WR

Independent Portfolio Consultants’s Westar Energy Inc WR Stock Holding History

Independent Portfolio Consultants’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
-30
Closed -$2K – 954
2016
Q4 		$2K Buy
+30
New +$1.71K ﹤0.01% 757
2016
Q2 		– Sell
-7,885
Closed -$391K – 794
2016
Q1 		$391K Sell
7,885
-3,860
-33% -$172K 0.11% 252
2015
Q4 		$498K Sell
11,745
-5,220
-31% -$213K 0.15% 197
2015
Q3 		$652K Sell
16,965
-75
-0.4% -$2.77K 0.14% 208
2015
Q2 		$583K Buy
17,040
+1,005
+6% +$36.7K 0.12% 233
2015
Q1 		$622K Sell
16,035
-750
-4% -$30.2K 0.13% 212
2014
Q4 		$692K Buy
16,785
+7,055
+73% +$269K 0.14% 205
2014
Q3 		$332K Buy
9,730
+740
+8% +$26.8K 0.09% 373
2014
Q2 		$343K Buy
8,990
+1,155
+15% +$41.4K 0.1% 352
2014
Q1 		$275K Sell
7,835
-3,190
-29% -$107K 0.09% 382
2013
Q4 		$355K Sell
11,025
-1,880
-15% -$59.3K 0.12% 336
2013
Q3 		$396K Buy
12,905
+1,175
+10% +$37.6K 0.16% 284
2013
Q2 		$375K Buy
+11,730
New +$385K 0.17% 266

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's WR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 30 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in WR in Q2 2013 and held it in 13 quarters. The position peaked at $692K in Q4 2014. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 30 Westar Energy Inc shares in Q1 2017, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in Westar Energy Inc in Q2 2013 and held it in 13 quarters.
  • Independent Portfolio Consultants's Westar Energy Inc position peaked at $692K in Q4 2014.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.