IWMPD
WR

Integrated Wealth Management (Palm Desert)’s Westar Energy Inc WR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-300
Closed -$17K – 1270
2016
Q3 		$17K Hold
300
– – 0.01% 655
2016
Q2 		$17K Hold
300
– – 0.01% 637
2016
Q1 		$15K Hold
300
– – 0.01% 625
2015
Q4 		$13K Hold
300
– – 0.01% 716
2015
Q3 		$12K Hold
300
– – 0.01% 733
2015
Q2 		$10K Sell
300
-69
-19% -$2.52K ﹤0.01% 806
2015
Q1 		$14K Buy
+369
New +$14.8K 0.01% 694

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 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 300 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WR in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 300 Westar Energy Inc shares in Q4 2016, an estimated $17K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Westar Energy Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Westar Energy Inc position peaked at $17K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.