LWA
WR

Lenox Wealth Advisors’s Westar Energy Inc WR Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-51
Closed -$2K – 488
2015
Q4 		$2K Buy
+51
New +$2.08K ﹤0.01% 366

Other funds holding WR

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Lenox Wealth Advisors's WR Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 51 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WR in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 51 Westar Energy Inc shares in Q1 2016, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Westar Energy Inc in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's Westar Energy Inc position peaked at $2K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.