PMFA
WR

Plante Moran Financial Advisors’s Westar Energy Inc WR Stock Holding History

Plante Moran Financial 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
2015
Q1 		– Sell
-130
Closed -$5K – 860
2014
Q4 		$5K Hold
130
– – ﹤0.01% 681
2014
Q3 		$4K Buy
+130
New +$4.71K ﹤0.01% 713

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BFA
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BIT
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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

Plante Moran Financial Advisors's WR Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 130 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in WR in Q3 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 130 Westar Energy Inc shares in Q1 2015, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Westar Energy Inc in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Westar Energy Inc position peaked at $5K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.