MWAN
WR

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

Mariner Wealth Advisors (NYC)’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
Q1 		$9K Buy
+221
New +$8.88K ﹤0.01% 405

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WR Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Westar Energy Inc (WR) in Q1 2015: 221 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 221 shares of Westar Energy Inc worth $9K as of Q1 2015.
  • Westar Energy Inc was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Westar Energy Inc made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #405 holding.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.