MFS
WR

MSI Financial Services’s Westar Energy Inc WR Stock Holding History

MSI Financial Services’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 		$35K Buy
615
+100
+19% +$5.68K ﹤0.01% 2097
2016
Q3 		$29K Hold
515
– – ﹤0.01% 2167
2016
Q2 		$29K Sell
515
-927
-64% -$49.1K ﹤0.01% 2145
2016
Q1 		$72K Buy
1,442
+531
+58% +$23.7K ﹤0.01% 1529
2015
Q4 		$39K Buy
911
+857
+1,587% +$35K ﹤0.01% 1896
2015
Q3 		$2K Buy
54
+51
+1,700% +$1.88K ﹤0.01% 2885
2015
Q2 		$0 Sell
3
-57
-95% -$2.08K ﹤0.01% 3461
2015
Q1 		$2K Buy
60
+44
+275% +$1.77K ﹤0.01% 2820
2014
Q4 		$1K Sell
16
-100
-86% -$3.82K ﹤0.01% 2617
2014
Q3 		$4K Hold
116
– – ﹤0.01% 2241
2014
Q2 		$4K Sell
116
-500
-81% -$17.9K ﹤0.01% 2207
2014
Q1 		$22K Buy
616
+15
+2% +$505 ﹤0.01% 1409
2013
Q4 		$19K Buy
601
+1
+0.2% +$32 ﹤0.01% 1421
2013
Q3 		$18K Hold
600
– – ﹤0.01% 1257
2013
Q2 		$19K Buy
+600
New +$19.7K ﹤0.01% 1278

Other funds holding WR

Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

MSI Financial Services's WR Position: Q4 2016 in Review

MSI Financial Services increased its Westar Energy Inc (WR) stake by 19% in Q4 2016, buying an estimated $5.68K and bringing the position to 615 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

MSI Financial Services first reported a position in WR in Q2 2013 and has held it in 15 quarters since. The position peaked at $72K in Q1 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • MSI Financial Services held 615 shares of Westar Energy Inc worth $35K as of Q4 2016.
  • MSI Financial Services bought 100 Westar Energy Inc shares in Q4 2016, an estimated $5.68K.
  • Westar Energy Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2097 holding.
  • MSI Financial Services first reported a position in Westar Energy Inc in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Westar Energy Inc position peaked at $72K in Q1 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.