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WR

NewEdge Advisors’s Westar Energy Inc WR Stock Holding History

NewEdge Advisors’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
2017
Q3 		– Sell
-20,430
Closed -$1.03M – 1385
2017
Q2 		$1.03M Buy
20,430
+2,414
+13% +$128K 0.18% 133
2017
Q1 		$986K Buy
18,016
+4,535
+34% +$247K 0.22% 99
2016
Q4 		$743K Buy
13,481
+5,843
+76% +$332K 0.21% 105
2016
Q3 		$434K Buy
7,638
+3,210
+72% +$178K 0.14% 133
2016
Q2 		$249K Sell
4,428
-84
-2% -$4.45K 0.1% 136
2016
Q1 		$225K Buy
+4,512
New +$201K 0.19% 47

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's WR Position: Q3 2017 in Review

NewEdge Advisors sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 20,430 shares — an estimated $1.03M sold.

NewEdge Advisors first reported a position in WR in Q1 2016 and held it in 6 quarters. The position peaked at $1.03M in Q2 2017. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • NewEdge Advisors reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 20,430 Westar Energy Inc shares in Q3 2017, an estimated $1.03M.
  • NewEdge Advisors first reported a position in Westar Energy Inc in Q1 2016 and held it in 6 quarters.
  • NewEdge Advisors's Westar Energy Inc position peaked at $1.03M in Q2 2017.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.