PFS
WR

Prospera Financial Services’s Westar Energy Inc WR Stock Holding History

Prospera Financial Services’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
2016
Q1 		– Sell
-8,475
Closed -$359K – 379
2015
Q4 		$359K Buy
8,475
+450
+6% +$18.4K 0.08% 170
2015
Q3 		$308K Sell
8,025
-80
-1% -$2.95K 0.08% 186
2015
Q2 		$277K Buy
8,105
+80
+1% +$2.92K 0.07% 212
2015
Q1 		$311K Hold
8,025
– – 0.07% 213
2014
Q4 		$331K Hold
8,025
– – 0.08% 192
2014
Q3 		$274K Buy
8,025
+1,000
+14% +$36.2K 0.07% 214
2014
Q2 		$268K Buy
+7,025
New +$252K 0.07% 209

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Prospera Financial Services's WR Position: Q1 2016 in Review

Prospera Financial Services sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 8,475 shares — an estimated $359K sold.

Prospera Financial Services first reported a position in WR in Q2 2014 and held it in 7 quarters. The position peaked at $359K in Q4 2015. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

  • Prospera Financial Services reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Prospera Financial Services sold 8,475 Westar Energy Inc shares in Q1 2016, an estimated $359K.
  • Prospera Financial Services first reported a position in Westar Energy Inc in Q2 2014 and held it in 7 quarters.
  • Prospera Financial Services's Westar Energy Inc position peaked at $359K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Prospera Financial Services's 13F filing for Q1 2016, filed 12 Apr 2016.