SFG
WR

SevenBridge Financial Group’s Westar Energy Inc WR Stock Holding History

SevenBridge Financial 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
2016
Q3 		– Sell
-49
Closed -$3K – 730
2016
Q2 		$3K Buy
+49
New +$2.59K ﹤0.01% 667

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

SevenBridge Financial Group's WR Position: Q3 2016 in Review

SevenBridge Financial Group sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 49 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in WR in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 387 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • SevenBridge Financial Group reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 49 Westar Energy Inc shares in Q3 2016, an estimated $3K.
  • SevenBridge Financial Group first reported a position in Westar Energy Inc in Q2 2016 and held it in 1 quarter.
  • SevenBridge Financial Group's Westar Energy Inc position peaked at $3K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.