RIA
WR

Regal Investment Advisors’s Westar Energy Inc WR Stock Holding History

Regal Investment 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
-818
Closed -$34K – 1096
2014
Q4 		$34K Sell
818
-250
-23% -$9.54K 0.01% 453
2014
Q3 		$36K Hold
1,068
– – 0.01% 459
2014
Q2 		$41K Sell
1,068
-436
-29% -$15.6K 0.01% 415
2014
Q1 		$53K Sell
1,504
-97
-6% -$3.26K 0.02% 339
2013
Q4 		$52K Sell
1,601
-48
-3% -$1.51K 0.03% 286
2013
Q3 		$51K Buy
1,649
+249
+18% +$7.96K 0.03% 297
2013
Q2 		$45K Buy
+1,400
New +$46K 0.02% 308

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 $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
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

Regal Investment Advisors's WR Position: Q1 2015 in Review

Regal Investment Advisors sold out of Westar Energy Inc (WR) in Q1 2015, closing a stake of 818 shares — an estimated $34K sold.

Regal Investment Advisors first reported a position in WR in Q2 2013 and held it in 7 quarters. The position peaked at $53K in Q1 2014. 309 funds tracked by Wall St. Rank hold WR as of Q1 2015.

  • Regal Investment Advisors reported no remaining Westar Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 818 Westar Energy Inc shares in Q1 2015, an estimated $34K.
  • Regal Investment Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's Westar Energy Inc position peaked at $53K in Q1 2014.
  • 309 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.