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 – 1780
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Next Financial Group's WR Position: Q4 2017 in Review

Next Financial Group sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 850 shares — an estimated $44K sold.

Next Financial Group first reported a position in WR in Q3 2014 and held it in 13 quarters. The position peaked at $240K in Q3 2016. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • Next Financial Group reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 850 Westar Energy Inc shares in Q4 2017, an estimated $44K.
  • Next Financial Group first reported a position in Westar Energy Inc in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Westar Energy Inc position peaked at $240K in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.