NFG
WR

Next Financial Group’s Westar Energy Inc WR Stock Holding History

Next Financial 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
2017
Q4 		– Sell
-850
Closed -$44K – 1781
2017
Q3 		$44K Sell
850
-900
-51% -$45.8K 0.01% 735
2017
Q2 		$93K Sell
1,750
-100
-5% -$5.3K 0.02% 570
2017
Q1 		$96K Sell
1,850
-1,675
-48% -$91.2K 0.03% 504
2016
Q4 		$199K Sell
3,525
-698
-17% -$39.7K 0.04% 470
2016
Q3 		$240K Buy
4,223
+1,673
+66% +$92.6K 0.04% 411
2016
Q2 		$143K Hold
2,550
– – 0.05% 373
2016
Q1 		$126K Hold
2,550
– – 0.04% 370
2015
Q4 		$108K Hold
2,550
– – 0.04% 401
2015
Q3 		$98K Sell
2,550
-54
-2% -$1.99K 0.04% 430
2015
Q2 		$89K Hold
2,604
– – 0.03% 506
2015
Q1 		$100K Buy
2,604
+1
+0% +$40 0.03% 469
2014
Q4 		$107K Sell
2,603
-2,253
-46% -$86K 0.04% 430
2014
Q3 		$166K Buy
+4,856
New +$176K 0.03% 508

Other funds holding WR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return