LWAC
WR

Laurel Wealth Advisors (California)’s Westar Energy Inc WR Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-4,460
Closed -$221K – 390
2017
Q3 		$221K Sell
4,460
-615
-12% -$31.3K 0.07% 274
2017
Q2 		$269K Sell
5,075
-200
-4% -$10.6K 0.1% 232
2017
Q1 		$286K Buy
5,275
+100
+2% +$5.44K 0.11% 203
2016
Q4 		$291K Sell
5,175
-150
-3% -$8.53K 0.13% 182
2016
Q3 		$302K Hold
5,325
– – 0.14% 174
2016
Q2 		$299K Sell
5,325
-525
-9% -$27.8K 0.14% 171
2016
Q1 		$290K Sell
5,850
-150
-3% -$6.69K 0.15% 176
2015
Q4 		$254K Buy
+6,000
New +$245K 0.13% 194

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WR Position: Q4 2017 in Review

Laurel Wealth Advisors (California) sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 4,460 shares — an estimated $221K sold.

Laurel Wealth Advisors (California) first reported a position in WR in Q4 2015 and held it in 8 quarters. The position peaked at $302K in Q3 2016. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • Laurel Wealth Advisors (California) reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,460 Westar Energy Inc shares in Q4 2017, an estimated $221K.
  • Laurel Wealth Advisors (California) first reported a position in Westar Energy Inc in Q4 2015 and held it in 8 quarters.
  • Laurel Wealth Advisors (California)'s Westar Energy Inc position peaked at $302K in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2017, filed 15 Feb 2018.