Monetary Management Group’s Westar Energy Inc WR Stock Holding History

Monetary Management Group’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 Q4	–	Sell	-1,000	Closed	-$57K	–	335
2016 Q3	$57K	Hold	1,000	–	–	0.03%	212
2016 Q2	$56K	Hold	1,000	–	–	0.03%	214
2016 Q1	$50K	Hold	1,000	–	–	0.02%	218
2015 Q4	$42K	Hold	1,000	–	–	0.02%	238
2015 Q3	$38K	Hold	1,000	–	–	0.02%	244
2015 Q2	$34K	Hold	1,000	–	–	0.02%	276
2015 Q1	$39K	Hold	1,000	–	–	0.02%	283
2014 Q4	$41K	Sell	1,000 -1,200	-55%	-$45.8K	0.02%	279
2014 Q3	$75K	Hold	2,200	–	–	0.03%	223
2014 Q2	$84K	Hold	2,200	–	–	0.04%	216
2014 Q1	$77K	Hold	2,200	–	–	0.04%	196
2013 Q4	$71K	Buy	+2,200	New	+$69.4K	0.03%	217
2013 Q3	–	Sell	-4,300	Closed	-$137K	–	212
2013 Q2	$137K	Buy	+4,300	New	+$141K	0.08%	182

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Monetary Management Group's WR Position: Q4 2016 in Review

Monetary Management Group sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 1,000 shares — an estimated $57K sold.

Monetary Management Group first reported a position in WR in Q2 2013 and held it in 13 quarters. The position peaked at $137K in Q2 2013. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

Monetary Management Group reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
Monetary Management Group sold 1,000 Westar Energy Inc shares in Q4 2016, an estimated $57K.
Monetary Management Group first reported a position in Westar Energy Inc in Q2 2013 and held it in 13 quarters.
Monetary Management Group's Westar Energy Inc position peaked at $137K in Q2 2013.
396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Monetary Management Group's 13F filing for Q4 2016, filed 13 Feb 2017.