NES
WR

New England Securities’s Westar Energy Inc WR Stock Holding History

New England Securities’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
2014
Q4 		$2K Hold
43
– – ﹤0.01% 1533
2014
Q3 		$1K Hold
43
– – ﹤0.01% 1649
2014
Q2 		$2K Sell
43
-2
-4% -$72 ﹤0.01% 1612
2014
Q1 		$2K Buy
45
+2
+5% +$67 ﹤0.01% 1588
2013
Q4 		$1K Sell
43
-22
-34% -$694 ﹤0.01% 1608
2013
Q3 		$2K Buy
+65
New +$2.08K ﹤0.01% 1502

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 $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

New England Securities's WR Position: Q4 2014 in Review

New England Securities held its Westar Energy Inc (WR) position steady in Q4 2014 at 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

New England Securities first reported a position in WR in Q3 2013 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold WR as of Q4 2014.

  • New England Securities held 43 shares of Westar Energy Inc worth $2K as of Q4 2014.
  • New England Securities left its Westar Energy Inc share count unchanged in Q4 2014.
  • Westar Energy Inc made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1533 holding.
  • New England Securities first reported a position in Westar Energy Inc in Q3 2013 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.