PAG
WR

Private Advisor Group’s Westar Energy Inc WR Stock Holding History

Private Advisor 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
2018
Q1 		– Sell
-4,558
Closed -$236K – 1438
2017
Q4 		$236K Sell
4,558
-2,980
-40% -$161K 0.01% 983
2017
Q3 		$383K Buy
7,538
+302
+4% +$15.4K 0.01% 1009
2017
Q2 		$367K Buy
7,236
+79
+1% +$4.18K 0.01% 973
2017
Q1 		$391K Buy
7,157
+124
+2% +$6.75K 0.01% 953
2016
Q4 		$388K Sell
7,033
-17,890
-72% -$1.02M 0.01% 834
2016
Q3 		$1.41M Buy
24,923
+1,166
+5% +$64.5K 0.06% 330
2016
Q2 		$1.34M Buy
23,757
+3,132
+15% +$166K 0.05% 335
2016
Q1 		$1.02M Buy
20,625
+7,096
+52% +$317K 0.05% 362
2015
Q4 		$574K Sell
13,529
-202
-1% -$8.26K 0.03% 557
2015
Q3 		$528K Buy
13,731
+1,341
+11% +$49.5K 0.03% 556
2015
Q2 		$424K Buy
12,390
+3,354
+37% +$123K 0.02% 658
2015
Q1 		$350K Buy
9,036
+2,187
+32% +$87.9K 0.02% 682
2014
Q4 		$282K Sell
6,849
-572
-8% -$21.8K 0.02% 740
2014
Q3 		$253K Sell
7,421
-133
-2% -$4.82K 0.02% 752
2014
Q2 		$288K Buy
+7,554
New +$271K 0.02% 673

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Private Advisor Group's WR Position: Q1 2018 in Review

Private Advisor Group sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 4,558 shares — an estimated $236K sold.

Private Advisor Group first reported a position in WR in Q2 2014 and held it in 15 quarters. The position peaked at $1.41M in Q3 2016. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Private Advisor Group reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Private Advisor Group sold 4,558 Westar Energy Inc shares in Q1 2018, an estimated $236K.
  • Private Advisor Group first reported a position in Westar Energy Inc in Q2 2014 and held it in 15 quarters.
  • Private Advisor Group's Westar Energy Inc position peaked at $1.41M in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Private Advisor Group's 13F filing for Q1 2018, filed 9 May 2018.