JWM
WR

Jackson Wealth Management’s Westar Energy Inc WR Stock Holding History

Jackson Wealth Management’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
Q2 		– Sell
-27,888
Closed -$1.51M – 82
2017
Q1 		$1.51M Buy
27,888
+1,251
+5% +$68.1K 0.55% 47
2016
Q4 		$1.47M Buy
+26,637
New +$1.51M 0.57% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Jackson Wealth Management's WR Position: Q2 2017 in Review

Jackson Wealth Management sold out of Westar Energy Inc (WR) in Q2 2017, closing a stake of 27,888 shares — an estimated $1.51M sold.

Jackson Wealth Management first reported a position in WR in Q4 2016 and held it in 2 quarters. The position peaked at $1.51M in Q1 2017. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

  • Jackson Wealth Management reported no remaining Westar Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Jackson Wealth Management sold 27,888 Westar Energy Inc shares in Q2 2017, an estimated $1.51M.
  • Jackson Wealth Management first reported a position in Westar Energy Inc in Q4 2016 and held it in 2 quarters.
  • Jackson Wealth Management's Westar Energy Inc position peaked at $1.51M in Q1 2017.
  • 345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on Jackson Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.