LFR
WR

Lehman Financial Resources’s Westar Energy Inc WR Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-300
Closed -$11K – 483
2015
Q3 		$11K Hold
300
– – 0.01% 304
2015
Q2 		$10K Hold
300
– – ﹤0.01% 316
2015
Q1 		$12K Hold
300
– – 0.01% 303
2014
Q4 		$12K Hold
300
– – 0.01% 288
2014
Q3 		$10K Hold
300
– – 0.01% 307
2014
Q2 		$11K Hold
300
– – 0.01% 290
2014
Q1 		$11K Sell
300
-500
-63% -$16.8K 0.01% 281
2013
Q4 		$26K Hold
800
– – 0.02% 186
2013
Q3 		$25K Hold
800
– – 0.02% 182
2013
Q2 		$26K Buy
+800
New +$26.3K 0.02% 150

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lehman Financial Resources's WR Position: Q4 2015 in Review

Lehman Financial Resources sold out of Westar Energy Inc (WR) in Q4 2015, closing a stake of 300 shares — an estimated $11K sold.

Lehman Financial Resources first reported a position in WR in Q2 2013 and held it in 10 quarters. The position peaked at $26K in Q4 2013. 333 funds tracked by Wall St. Rank hold WR as of Q4 2015.

  • Lehman Financial Resources reported no remaining Westar Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 300 Westar Energy Inc shares in Q4 2015, an estimated $11K.
  • Lehman Financial Resources first reported a position in Westar Energy Inc in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Westar Energy Inc position peaked at $26K in Q4 2013.
  • 333 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.