ICOA
WR

Investment Centers of America’s Westar Energy Inc WR Stock Holding History

Investment Centers of America’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
-4,408
Closed -$248K – 675
2016
Q4 		$248K Buy
4,408
+531
+14% +$30.2K 0.02% 484
2016
Q3 		$221K Sell
3,877
-395
-9% -$21.9K 0.02% 466
2016
Q2 		$239K Sell
4,272
-263
-6% -$13.9K 0.03% 414
2016
Q1 		$226K Buy
+4,535
New +$202K 0.03% 431
2015
Q2 		– Sell
-5,216
Closed -$202K – 495
2015
Q1 		$202K Buy
5,216
+23
+0.4% +$925 0.03% 411
2014
Q4 		$214K Buy
+5,193
New +$198K 0.05% 346

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 $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Centers of America's WR Position: Q1 2017 in Review

Investment Centers of America sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 4,408 shares — an estimated $248K sold.

Investment Centers of America first reported a position in WR in Q4 2014 and held it in 6 quarters. The position peaked at $248K in Q4 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Investment Centers of America reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Investment Centers of America sold 4,408 Westar Energy Inc shares in Q1 2017, an estimated $248K.
  • Investment Centers of America first reported a position in Westar Energy Inc in Q4 2014 and held it in 6 quarters.
  • Investment Centers of America's Westar Energy Inc position peaked at $248K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Investment Centers of America's 13F filing for Q1 2017, filed 15 May 2017.