MWAM
WR

Mariner Wealth Advisors (Madison)’s Westar Energy Inc WR Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$31K Hold
1,000
– – 0.01% 109
2013
Q2 		$32K Buy
+1,000
New +$32.8K 0.01% 87

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s WR Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Westar Energy Inc (WR) position steady in Q3 2013 at 1,000 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #109.

Mariner Wealth Advisors (Madison) first reported a position in WR in Q2 2013 and has held it in 2 quarters since. The position peaked at $32K in Q2 2013. 292 funds tracked by Wall St. Rank hold WR as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,000 shares of Westar Energy Inc worth $31K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Westar Energy Inc share count unchanged in Q3 2013.
  • Westar Energy Inc made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #109 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Westar Energy Inc in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Westar Energy Inc position peaked at $32K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.