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

Sowell 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
2017 Q1	–	Sell	-3,426	Closed	-$180K	–	665
2016 Q4	$180K	Buy	+3,426	New	+$195K	0.06%	201

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's WR Position: Q1 2017 in Review

Sowell Financial Services sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 3,426 shares — an estimated $180K sold.

Sowell Financial Services first reported a position in WR in Q4 2016 and held it in 1 quarter. The position peaked at $180K in Q4 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

Sowell Financial Services reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
Sowell Financial Services sold 3,426 Westar Energy Inc shares in Q1 2017, an estimated $180K.
Sowell Financial Services first reported a position in Westar Energy Inc in Q4 2016 and held it in 1 quarter.
Sowell Financial Services's Westar Energy Inc position peaked at $180K in Q4 2016.
383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.