Ironwood Financial’s Westar Energy Inc WR Stock Holding History

Ironwood Financial’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	-1	Closed	–	–	530
2014 Q4	$0	Buy	+1	New	+$38	﹤0.01%	480

Other funds holding WR

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ironwood Financial's WR Position: Q1 2015 in Review

Ironwood Financial sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 1 share.

Ironwood Financial first reported a position in WR in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

Ironwood Financial reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 1 Westar Energy Inc share in Q1 2015.
Ironwood Financial first reported a position in Westar Energy Inc in Q4 2014 and held it in 1 quarter.
Ironwood Financial's Westar Energy Inc position peaked at $0 in Q4 2014.
309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.