KA
WR

Klingman & Associates’s Westar Energy Inc WR Stock Holding History

Klingman & Associates’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
-665
Closed -$38K – 373
2016
Q3 		$38K Hold
665
– – 0.01% 204
2016
Q2 		$37K Hold
665
– – 0.01% 214
2016
Q1 		$33K Hold
665
– – 0.01% 221
2015
Q4 		$28K Hold
665
– – 0.01% 245
2015
Q3 		$25K Hold
665
– – 0.01% 246
2015
Q2 		$23K Hold
665
– – 0.01% 247
2015
Q1 		$26K Buy
+665
New +$26.7K 0.01% 218

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 18.13% 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 16.07% 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 $7.02B AUM 31.58% 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

Klingman & Associates's WR Position: Q4 2016 in Review

Klingman & Associates sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 665 shares — an estimated $38K sold.

Klingman & Associates first reported a position in WR in Q1 2015 and held it in 7 quarters. The position peaked at $38K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Klingman & Associates reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 665 Westar Energy Inc shares in Q4 2016, an estimated $38K.
  • Klingman & Associates first reported a position in Westar Energy Inc in Q1 2015 and held it in 7 quarters.
  • Klingman & Associates's Westar Energy Inc position peaked at $38K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.