PMG
WR icon

ProVise Management Group’s Westar Energy Inc WR Stock Holding History

ProVise Management 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
2013
Q3 		– Sell
-14,120
Closed -$451K – 350
2013
Q2 		$451K Buy
+14,120
New +$464K 0.13% 185

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

ProVise Management Group's WR Position: Q3 2013 in Review

ProVise Management Group sold out of Westar Energy Inc (WR) in Q3 2013, closing a stake of 14,120 shares — an estimated $451K sold.

ProVise Management Group first reported a position in WR in Q2 2013 and held it in 1 quarter. The position peaked at $451K in Q2 2013. 292 funds tracked by Wall St. Rank hold WR as of Q3 2013.

  • ProVise Management Group reported no remaining Westar Energy Inc position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 14,120 Westar Energy Inc shares in Q3 2013, an estimated $451K.
  • ProVise Management Group first reported a position in Westar Energy Inc in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's Westar Energy Inc position peaked at $451K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.